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Showing 2211 - 2220 of 2562 results for "SMSF"

SMSF trustees hit pension payment woe

ALISON BEVEGE  |  FRIDAY, 29 APR 2011
... the tax-free status of a pension-paying fund and goes back to being taxed, he said. "By not planning ahead, it can cost the SMSF through unnecessary fees and brokerage in liquidating assets as well as through lost opportunity." Hutton said the asset ...

New SMSF course on offer

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... offer a three-day course next month explaining the complex area of self-managed funds. Cavendish self-managed super fund (SMSF) experts David Busoli and Tim Miller, who design and implement SMSF strategies with advisers and who have 50 years of industry ...

BlackRock provides advisers with super SMA

MATT WOODINGTON  |  TUESDAY, 19 APR 2011
... BlackRock Investment Management targets retail superannuation clients with a separately managed account (SMA) product that offers SMSF like features to investors. The investment manager is anticipating flows of around $100 million into the super SMA ...

Planners prime legal targets for angry clients

ALISON BEVEGE  |  MONDAY, 18 APR 2011
Financial planners relying on research are sitting ducks for legal action in the wake of the Trio Capital superannuation fraud and need to protect themselves, a planner has said. In the case of the Trio Capital fraud, adviser Ross Tarrant's firm Tarrants ...

Trustee fury prompts SMSF compo rethink

ALISON BEVEGE  |  FRIDAY, 15 APR 2011
... association wants the law to be changed to allow compensation for their trustees as anger mounts over the Trio fraud case. Affected SMSF trustees are outraged that APRA-managed super fund members will be fully compensated while they get nothing, even ...

$55 million for Trio super fraud victims

ALISON BEVEGE  |  WEDNESDAY, 13 APR 2011
... levy raised across all APRA-regulated funds at a rate of 2c per $100 will pay for the compensation. Self-managed super fund (SMSF) investors will not be compensated. Minister Shorten said SMSFs don't have to comply with the same regulations as an APRA ...

Planners struggle to sell practices as values fall

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
... Accumulators: from 3.2 in 2009 to 3.0 this year. * Risk clients: from a range of 3.5 to 4.0 in 2010, to 3.0 to 3.5 this year. * SMSF clients of all ages: from 3.3 in 2009 to a range of 2.7 to 3.0 this year. * Corporate super clients: from 3.0 in 2009 ...

Cavendish, Super Concepts sign with SMARTwrap

ELISE BURGESS  |  THURSDAY, 7 APR 2011
... Concepts have agreed to be the default administration providers for a SMARTwrap offering for self-managed superannuation funds (SMSF). The two SMSF administration providers have signed a heads of agreement with provider, Praemium Limited, for SMSF solution ...

Hands off collectables: SISFA

ALISON BEVEGE  |  WEDNESDAY, 6 APR 2011
... Government is seeking to introduce new rules on collectables after the Cooper review recommended they should not be permitted as SMSF investments. They are concerned that members may receive personal benefit from the assets, with new rules yet to be ...

Investors gearing up again

MATT WOODINGTON  |  MONDAY, 4 APR 2011
... available for that," he said. Westpac is waiting for ATO clearance before launching new products that will be targeted at SMSF investors before the end of the financial year. In February this year it launched a series of self funding instalments (SFIs) ...