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Showing 201 - 210 of 307 results for "SMSF trustees"

Flexibility not returns, drive SMSFs

ALEX DUNNIN  |  TUESDAY, 27 NOV 2012
... 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 ...

Aging SMSF trustees revert to managed solutions

MARK SMITH  |  TUESDAY, 27 NOV 2012
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 ...

Market anxiety shrouds SMSF appetite for equities

MARK SMITH  |  WEDNESDAY, 14 NOV 2012
... 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. ...

Mercer partners with superMate in SMSF market

LINDA HAUSKEN  |  THURSDAY, 1 NOV 2012
... 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 ...

Mortgage brokers told to target SMSFs

ALEX DUNNIN  |  MONDAY, 29 OCT 2012
... 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 ...

Self managed super a furfie

ALEX DUNNIN  |  FRIDAY, 19 OCT 2012
... 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 ...

Accountants to deliver advice under new regime

LINDA HAUSKEN  |  MONDAY, 15 OCT 2012
... 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 ...

Bendigo Wealth launches SMSF admin offer

MELANIE TIMBRELL  |  THURSDAY, 27 SEP 2012
... 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 ...

ATO stands up for compliant SMSFs on levy use

MELANIE TIMBRELL  |  FRIDAY, 21 SEP 2012
... 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.

Cash for investment not just liquidity

MELANIE TIMBRELL  |  MONDAY, 6 AUG 2012
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 ...