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Showing 2401 - 2410 of 3321 results for "Trustees"

Avoid estate planning mistakes

BEN COLLINS  |  TUESDAY, 30 OCT 2012
... more technical and compliance knowledge to make sure that they meet clients' needs with estate planning, said Equity Trustees Limited. Actually drafting a Will or documenting an estate plan may prove more complex than some had realised, said Anna Hacker ...

CGT relief passes House of Reps

BEN COLLINS  |  TUESDAY, 30 OCT 2012
Capital gains tax relief has been welcomed by the Australian Institute of Superannuation Trustees (AIST), after the Bill passed through the House of Representatives yesterday. The Bill extends the relief on capital loss rollovers to 1 July 2017 to coincide ...

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 ...

AIST champions more women on Super boards

MARK SMITH  |  WEDNESDAY, 24 OCT 2012
The chief executive of the Australian Institute of Superannuation Trustees (AIST) Fiona Reynolds has called upon super funds to appoint more female directors in a bid for greater gender diversity and equality. The peak body for Australia's $500 billion ...

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 ...

Equity Trustees names key account manager

LINDA HAUSKEN  |  FRIDAY, 28 SEP 2012
Listed financial services company Equity Trustees has appointed Caitriona Wortley as key account manager to its New South Wales office. Wortley joins from Zurich Investments where she held the role as business development manager. She has over nine ...

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
... funding required from the levy to chase non-compliant people up, Forsyth said. He added that risk assessments for new trustees have now been implemented with pecuniary penalties including higher tax rates and fines for those found to have mislead the ...

APRA requirements welcomed by sector

BEN COLLINS  |  THURSDAY, 20 SEP 2012
... include in its final requirements. Also welcoming the release of the consultation paper was the Institute of Superannuation Trustees (AIST), which reinforced that APRA's current reporting standards do not provide a breakdown of individual investment ...