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Showing 281 - 290 of 307 results for "SMSF trustees"

Options for retiring SMSF trustees

RUTH LIEW  |  FRIDAY, 6 FEB 2009
... managed super funds (SMSFs) could soon convert into Small APRA Funds (SAFs) in tandem with longevity issues facing SMSF trustees. Michael Hutton, head of wealth management at accountants and advisers HLB Mann Judd Sydney, says that with the number of ...

PowerSuper launches warrant product

MICHAEL HOBBS  |  FRIDAY, 31 OCT 2008
... uses funding from ING DIRECT and is structured to ensure the SMSF trustee has complete control of the investment. SMSF trustees don't have to commit to purchasing the property outright. Instead, trustees can buy with a 30 per cent deposit, while rental ...

ATO security blunder sparks review

MICHAEL HOBBS  |  THURSDAY, 30 OCT 2008
... security measures after it lost a CD containing highly sensitive trustee information. The tax file numbers of 3,122 SMSF trustees were scanned on to a CD which was meant to be delivered to the ATO by a courier. Although the courier received the CD, it ...

Perpetual seeks SMSF leadership role

MICHAEL HOBBS  |  WEDNESDAY, 15 OCT 2008
... will require trustees to lodge compliance reports on a more regular basis. He estimates more than 90 per cent of SMSF trustees use a "shoebox" approach to compliance, which means they tend to only look at report and assess their fund at the end of financial ...

SMSFs maintain investment strategy

MICHAEL HOBBS  |  TUESDAY, 16 SEP 2008
... of respondents are holding recent contributions in cash because they had not had time to choose investments. When SMSF trustees are investing, they are favouring blue chip stocks, the report found. In fact, 61 per cent intend to invest in blue chip shares ...

SMSFs take up instalment warrants

MICHAEL HOBBS  |  FRIDAY, 27 JUN 2008
... SuperConcepts national sales and marketing manager, agreed that instalment warrants will become more popular with SMSF trustees. He said SMSF trustees may have been scared off previously using instalment warrants after the Australian Tax Office (ATO) ...

ATO sends warning to super fund trustees

MICHAEL HOBBS  |  MONDAY, 16 JUN 2008
... implications when transferring assets. Graeme Colley, SuperConcepts superannuation strategy manager, said the number of SMSF trustees moving assets into their fund to avoid paying excess contributions tax would be far from significant. He said D'Ascenzo ...

Asgard enhances SMSF admin

MICHAEL HOBBS  |  TUESDAY, 10 JUN 2008
... SMSF service on the Asgard platform." Andrew Bloore, smartsuper chief executive, said their service would assist SMSF trustees, advisers and members to monitor their fund's assets and investment strategy. "Asgard can now build on its existing straightforward ...

AIST calls for SMSF reform

ALEX DUNNIN  |  FRIDAY, 16 MAY 2008
... Slattery, chief executive of SPAA. In its submission, SPAA also said legislatively mandated training standards for SMSF trustees is anti-competitive because it would severely restrict access to the SMSF sector. Ruth Liew and

SMSF trustees wise up

MICHAEL HOBBS  |  WEDNESDAY, 7 MAY 2008
... investments in the name of trustees. Martin Murden, Partners Superannuation Services director, said the research indicated SMSF trustees were making more of an effort to understand their roles. Despite the significant improvement in ATO compliance, trustees ...