Search Results | Showing 211 - 220 of 307 results for "SMSF trustees" |
| | | ... manager - researcher relationships, responsible for managing research houses, asset consultants, private banks and SMSF trustees. The new private wealth business reflects the importance of intermediaries, particularly the growing significance of private ... |
| | | | ... with small transactions and no fees, providing the opportunity to build a footprint in the stock market. To help SMSF trustees manage their financial obligations, the SMSF can only contribute a small portion of the total fund value into NAB Super Lever. ... |
| | | | ... Bill Shorten's estimates that the new rules could see up to 10,000 accountants become licensed. "The majority of SMSF trustees can get professional advice from [a] SPAA member across all services, such as accounting, legal, auditing and financial planning," ... |
| | | | ... The Self Managed Super Fund professionals' Association of Australia has rejected calls for a levy to be imposed on SMSF trustees to fund a compensation scheme. In the wake of the Trio fraud there has been a misconception as to what the legal standing ... |
| | | | ... found, with 52% of SMSFs reporting use of an RG146 compliant adviser in the last 12 months. Self-reliance among SMSF trustees reflects the 80% of their FUM that is directly invested, according to research by Rainmaker. Of those trustees in the survey ... |
| | | | ... total Australian and overseas assets now at $416 billion. Listed shares are still the most popular asset class for SMSF trustees, with $133 billion in funds allocated, followed by cash and term deposits which have continued to rise in popularity with ... |
| | | | ... scheme was encouraged by the PJC, which indicated that if such a scheme had been in place, all private investors, SMSF trustees and APRA-regulated fund members would have been able to be compensated. Slattery said that some areas of the PJC report concentrated ... |
| | | | ... offering an expansive platform for self directed investors as well as qualitative information in regards to where SMSF trustees are investing," said Australian SMSF Members Association (ASMA) director Anna Carrabs. "OneVue will provide our members with ... |
| | | | In the rush to purchase property assets, SMSF trustees may not be considering how these 'lumpy' holdings will be sold after their death, according to an SMSF advice and training provider. The consequences of this oversight could be the fire-sale of ... |
| | | | SMSF trustees are increasingly turning their attention to Australian shares, according to Multiport's recent quarterly SMSF Investment Patterns Survey. The survey covers around 1,800 funds and is administered on a daily basis which ensures that data ... |
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