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Showing 2581 - 2590 of 3323 results for "Trustees"

Short-termism crippling wealth management

ELISE BURGESS  |  WEDNESDAY, 31 AUG 2011
... behaviour of key industry agents, including corporate management, active fund managers, asset consultants, super fund trustees and 'mum and dad' investors, concluding the approach is widespread across the industry. "Fixing this issue requires a major ...

FOFA divides on commission

ELISE BURGESS  |  MONDAY, 29 AUG 2011
... fees and commissions to financial planners for advice they are not receiving. The Australian Institute of Superannuation Trustees (AIST), chief executive, Fiona Reynolds said the reforms signalled a new era of affordable and quality advice for super ...

Bennelong lands new fund

ELISE BURGESS  |  THURSDAY, 18 AUG 2011
Bennelong Funds Management has gained a new fund from Herschel Asset Management, who lost the two portfolio managers of the fund to Bennelong in July. From September 1 this year, the Herschel Absolute Return Fund will be open to new investors and renamed ...

Submissions open on excess super contribution cap refund rules

ALISON BEVEGE  |  THURSDAY, 18 AUG 2011
Financial advisers and self-managed super fund trustees can have their say on the excess contributions cap reprieve after Assistant Treasurer Bill Shorten released a consultation paper yesterday. Under the contributions cap, super fund members under ...

Help for advisers with super death tax impact on SMSFs

ALISON BEVEGE  |  WEDNESDAY, 17 AUG 2011
Self-managed super fund trustees and financial advisors can participate in a webinar tomorrow on how to minimise the impact of the new "super death tax" draft ruling with anti-detriment law. Draft ruling TR 2011/D3, if enacted, will apply retrospectively ...

SMSFs exposed in related party transactions

ALISON BEVEGE  |  TUESDAY, 16 AUG 2011
... if the parties had been dealing at arms length. Siu said when transferring property into SMSFs, it was important for trustees to keep good records and to follow due process, for example by getting a professional property valuation. Townsends Business ...

Super funds want a cost-benefit analysis on disclosure

ALISON BEVEGE  |  MONDAY, 15 AUG 2011
... is pages and pages of meaningless data." Fiona Reynolds, chief executive of the Australian Institute of Superannuation Trustees, agreed. "While we support greater transparency, there needs to be a balance between transparency and the level of detail ...

Super tribunal needs members to solve disputes

ALISON BEVEGE  |  TUESDAY, 9 AUG 2011
... revolve around whether a dependent was reliant on the person who died. In the past, some members have been super fund trustees, while others have been lawyers. Part-time members are appointed by Superannuation Minister and Assistant Treasurer Bill Shorten ...

Market plunge exposes system weakness: Cooper

MATT WOODINGTON  |  MONDAY, 8 AUG 2011
... the idea that cash and term deposits are the place to be. "The thing about super is that you're exposed to whatever the trustees and managers running your fund decide," said Cooper. "These events are so far out of their control, no amount of careful ...

superMate upgrades for SMSFs and advisers

LOREN RUGEBREGT  |  MONDAY, 8 AUG 2011
... Mendelovits, valuable time has traditionally been spent on manually updating share sales and purchases, making it difficult for trustees to get an accurate picture of their Self managed super fund (SMSF) Australian equity holdings. "We believe that accountants ...