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Showing 241 - 250 of 307 results for "SMSF trustees"

SMSF trustees are looking for mentors

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
... genuine desire to be responsible decision makers and were seeking quality information and services. About 40% of SMSF trustees were psychologically typified as "controllers" who wanted to be in charge of all the relevant decisions. Controllers would ...

SMSF industry responsibility

ELISE BURGESS  |  WEDNESDAY, 13 JUL 2011
... industry's feet. "As a total industry, it is about educating that sector. What I see in 10 years time is a whole heap of SMSF trustees coming to us with complaints of being pushed into the wrong funds, stuck in equities or in complex portfolios," said ...

Super industry reviews carbon tax impact

ALISON BEVEGE  |  MONDAY, 11 JUL 2011
... it was continuing to review the policy and its implementation to work out what the flow-through effect might be. "SMSF trustees need to review their investment strategy," she said. "(They need to) be aware of investments in companies that will either ...

SMSF trustees pile $69.5m in US property

ELISE BURGESS  |  TUESDAY, 14 JUN 2011
Dixon Advisory has raised more than double its target from SMSF trustees in a fund IPO backed by US residential property, including assets in New York The Australian-listed fund sought a minimum of $30 million in the IPO, instead receiving $69.5 million ...

Online SMSF training centre opens for trustees, advisers

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
... the planning since last October, he said. In the future they will look at providing RG146 accreditaton. But it is SMSF trustees for whom the online academy will be a game-changer, its creators believe. Ian Glenister, the director and legal officer of ...

Count, NAB targets SMSFs through SPAA

ELISE BURGESS  |  FRIDAY, 20 MAY 2011
Major planning dealer groups including Count Financial and NAB Financial Planning are now targeting SMSF trustees through a newly-launched membership process by Self-managed super fund professionals association of Australia (SPAA). The streamlined process ...

Tougher controls for SMSF collectibles

ALEX DUNNIN  |  THURSDAY, 19 MAY 2011
... they must be reserved for the long term investment needs of the fund and not used for "current day benefits" of SMSF trustees or any related parties. While the draft legislation specifically says fund trustees using collectibles will be committing an ...

SMSF trustees hit pension payment woe

ALISON BEVEGE  |  FRIDAY, 29 APR 2011
Self-managed super fund trustees risk being hit by tax and forced liquidations in the pensions phase if they don't plan ahead, financial services firm HLB Mann Judd has warned. Michael Hutton, head of wealth management at the firm, said self-managed ...

Trustee fury prompts SMSF compo rethink

ALISON BEVEGE  |  FRIDAY, 15 APR 2011
... 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 though this was the ...

$55 million for Trio super fraud victims

ALISON BEVEGE  |  WEDNESDAY, 13 APR 2011
... compensation. Peter Burgess, technical director of the Self Managed Super Fund Professional's Association (SPAA), said SMSF trustees had redress through the court system, while acknowledging this was often difficult due to cost, time and dubious outcomes. ...