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Showing 271 - 280 of 307 results for "SMSF trustees"

Bans and charges for advisers: ASIC

ASIC RELEASE  |  FRIDAY, 20 NOV 2009
... into Dangar's conduct while he was employed by S.M.S.F Consultants to provide technical superannuation advice to SMSF trustees. Dangar recommended investments in Morris Finance and NSW Finance & Leasing to SMSF clients without disclosing that he was ...

Investors back structured prod investments

MICHAEL HOBBS  |  MONDAY, 19 OCT 2009
... planners about getting back in the market in February and April," he said. Lucas said most of the money has come from SMSF trustees, who are using the product to rebalance their equities allocations or gain exposure to different markets like Asia. The ...

ATO to gauge SMSF attitudes to regulation

ALEX DUNNIN  |  FRIDAY, 9 OCT 2009
... including perceived strengths and weaknesses of current regulatory structures. The ATO is looking especially for SMSF trustees who wish to participate in the research, which will be conducted via 30-60 minute phone interviews. SMSF trustees interested ...

SMSF trustee group closes

MICHAEL HOBBS  |  THURSDAY, 9 JUL 2009
... was officially launched in April last year to provide education and technical resources as well as advocacy for SMSF trustees. Bishell and Bill Banks, former SMSMA chair, could not be contacted.

SMSFs beware the taxman

COMPANY RELEASE  |  THURSDAY, 18 JUN 2009
An estimated 70,000 new SMSF trustees will be responsible for filing their first annual tax and compliance statements after June 30 this year, and based on past experience of the tax office, many fledgling trustees will fail to comply with superannuation ...

OneVue partners with Super Concepts

COMPANY RELEASE  |  TUESDAY, 24 MAR 2009
... streamlining member accounting, auditing and reporting. "Never before has such an integrated offering been available to SMSF trustees and their advisers," he said. In addition, using the enhanced administration service, trustees can invest rental properties ...

SMSF in-house asset rules and disclosure flawed

MICHAEL HOBBS  |  MONDAY, 23 MAR 2009
... conference in Adelaide, University of NSW law academic Gordon Cooper welcomed news that the ATO would work closely with SMSF trustees on in-house asset concerns and allow them a 12-month window to fix any issues. However, he said the timeline should ...

SMSFs get "kick up the pants"

MICHAEL HOBBS  |  MONDAY, 16 MAR 2009
... Anti-Money Laundering measures do not apply to SMSFs is also a concern, he said, as is evidence that a small number of SMSF trustees "have very little idea of their legally set down responsibilities. "I would today clearly lay down the challenge - the ...

SMSFs beat the market

MICHAEL HOBBS  |  FRIDAY, 13 MAR 2009
... no global share allocation and held more than 50 per cent in local shares. The pair also analysed direct expenses SMSF trustees incur and found the average SMSF pays around $7,000 in expenses per annum. Of that figure, SMSF trustees paid $3,200 in accounting ...

SMSFs breach asset rules

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2009
... the five per cent limit, the massive devaluation of people's share and property portfolios last year meant many SMSF trustees have exceeded the cut-off, said Martin Murden, Partners Superannuation Services director. For instance, if a fund previously ...