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| | | ... David Busoli of SMSF specialist firm Cavendish also highlighted the point yesterday. The issue is a red flag to SMSF trustees as real estate held for a long time has usually increased by a large amount in dollar terms, partly thanks to inflation. It ... |
| | | | Self-managed super administration provider Multiport has launched a new package to help SMSF trustees gear property into SMSFs and invited financial planners to a roundtable discussion debating the merits of property in super. At the luncheon in Sydney ... |
| | | | ... will create savings for their members." Fiona Reynolds, chief executive of the Australian Institute of Superannuation Trustees, said because super was part of an employee's salary, it was vital for employers to be part of the system. "It is not feasible ... |
| | | | ... developed by Class Financial Systems, said it will provide real time access to accountants, administrators, auditors and trustees through its cloud computing capabilities. The service, offered in conjunction with actuarial firm Bendzulla, allows SMSFs ... |
| | | | ... executive of the Self Managed Super Fund Professionals' Association (SPAA), produced research showing the majority of trustees had a genuine desire to be responsible decision makers and were seeking quality information and services. About 40% of SMSF ... |
| | | | ... irrelevant to people in the pension phase as the income of the fund is exempt from tax. He also said that the older the trustees, the more conservative their investments are, increasing the cash component. The incentive applies to interest on deposits ... |
| | | | ... ourselves, what is it we need to do to address this?" Perkovic said that while SMSFs were good vehicles, there are too many trustees going into it for the wrong reasons with responsibility soon to fall at the industry's feet. "As a total industry, it ... |
| | | | ... 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 ... |
| | | | ... across the industry on how to improve DC pensions. The paper had 60 respondents including from industry, consumer groups, trustees, providers and administrators. "Without positive action by everyone involved with DC pensions we do not believe that the ... |
| | | | ... off-market transfer based on the current value of their assets." The off-market transfer triggers capital gains tax, and trustees are able to pick any day within 30 days as the transfer date. David Busoli, head of education for SMSF specialist firm Cavendish ... |
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