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Showing 251 - 260 of 307 results for "SMSF trustees"

SMSFs to hedge more against longevity risk

MATT WOODINGTON  |  THURSDAY, 24 FEB 2011
... money ran out during retirement. Robertson said that advisers must identify appropriate strategies for vulnerable SMSF trustees and bring some contingent assets into portfolios. "You need to consider protection and there should be some level of hedge ...

Low contrib caps slam brakes on SMSFs

MICHELLE BALTAZAR  |  MONDAY, 21 FEB 2011
... Professional' Association of Australia Limited (SPAA), together with Russell Investments, found that around half of SMSF trustees would have contributed extra, on top of the limits allowed, to their SMSF in the last financial year had the restriction ...

Government unveils response to Cooper

RUTH LIEW  |  THURSDAY, 16 DEC 2010
... art. This is contrary to Cooper's recommendation that the acquisition of collectables and personal use assets by SMSF trustees be prohibited though it recognises colletibles are only a minor asset class unlikley to have material affect on many SMSF members. ...

The SMSF debt binge

JOHN MCDULING  |  TUESDAY, 9 NOV 2010
... per cent of SMSFs ready to embrace gearing over the next 12 months. According to an online survey of over 1,900 SMSF trustees, 470 financial planners and 470 accountants by researcher Investment Trends, just seven per cent of SMSFs currently use geared ...

All cashed up and ready to pounce

ELISE BURGESS  |  FRIDAY, 15 OCT 2010
... into property. Suggesting that managed fund providers need to do more to appeal to SMSFs, a majority 95 per cent of SMSF trustees said they don't intend to use their cash to invest in managed funds. As for share and property 'tips', nearly half of respondents ...

Ironstone partners advisers in property

ELISE BURGESS  |  WEDNESDAY, 13 OCT 2010
... Group. Sean Preece, managing director Ironstone Group, said that the recent government regulation changes allowing SMSF trustees to borrow out of their fund to put towards property has opened up a wealth of opportunity for many people that they just ...

SMSFs more sensitive to advice fees: report

JOHN MCDULING  |  TUESDAY, 5 OCT 2010
... Investment Trends research expecting to pay less to access financial advice. The new research gives a glimpse of how much SMSF trustees are willing to pay for advice and while the majority seek professional advice either through financial planners or ...

ATO tackles SMSF fraud risk

ELISE BURGESS  |  FRIDAY, 17 SEP 2010
... ASIC also states that the trustee is responsible for any decisions made, even if financial advice is sought, with SMSF trustees unable to complain the Superannuation Complaints Tribunal as this is only available to members of APRA-regulated super funds. ...

SMSFs carry underlying key person risk: report

MICHAEL HOBBS  |  WEDNESDAY, 4 AUG 2010
... Centre for Financial Studies (ACFS) found significant operational risks in SMSFs. The report questioned whether SMSF trustees are capable of effectively managing the strategies when they enter retirement as the likelihood of health issues such as Alzheimer's ...

Art lobby wins fight to keep SMSFs art-friendly

SPAA MEDIA STATEMENT  |  MONDAY, 2 AUG 2010
... personal benefit. "We strongly believe collectables, including artwork, are a suitable investment option for many SMSF trustees, and that SMSF trustees should be able to continue to choose these investments for their funds if they deem them appropriate," ...