Search Results | Showing 201 - 210 of 307 results for "SMSF trustees" |
| | | ... management (58%), and estate planning (44%). The ability to borrow for asset acquisition was the main reason for 18% of SMSF trustees. Reinforcing a focus on costs, 62% of respondents named lower fees as a primary motivation. The research confirmed that ... |
| | | | A growing number of self-managed super fund trustees are actively looking to move to a managed fund as they approach retirement, according to legalsuper chief executive Andrew Proebstl. He says that trustees are questioning whether they will have the ... |
| | | | ... fixed interest, 26% in cash and 1% in other types of investments. But despite a recent up-tick in the share market, SMSF trustees' allocation to Australian equities has not mirrored the strong performance of the share market in the September quarter. ... |
| | | | ... cost-efficient product. Additionally, he said this new offering "adds to our existing range of products and services for SMSF trustees, accountants and advisers as they prepare for retirement." "This is the first of a new round of product innovations ... |
| | | | ... Robin Bowerman, head of corporate affairs at Vanguard Investments Australia, in a recent investment update, said SMSF trustees are cautious about including residential property in their portfolios for sound reasons. "First, superannuation law forbids ... |
| | | | ... champions the importance of recognising that the concept of self-managed super can be a red herring, and that in reality SMSF trustees often find investing to be a solitary experience. Sainsbury said this is a major driver behind AMP's strategic shareholding ... |
| | | | ... advice to more Australians. Under the new licensing regime, the options available to accountants who want to advise SMSF trustees include getting their own licence, becoming an authorised representative of a licensee or entering into a referral arrangement ... |
| | | | ... monitor investments, monitor contribution limits and end of year audit and tax return requirements. Marketed at SMSF trustees and their advisers or accountants Diego Del Rosso, Bendigo and Adelaide Bank's senior manager for Strategic Partners and Wholesale ... |
| | | | ... administrative directions (rectification orders or trustee education) and impose penalties for contraventions by SMSF trustees." This, she said would allow more proportionate penalisation of trustees culpable of minor breaches. |
| | | | The increasing popularity of term deposits among SMSF trustees indicates a broader shift in attitude from viewing cash in terms of liquidity to viewing it as an investment, according to RaboDirect. Recent research conducted by the online bank revealed ... |
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