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Showing 3041 - 3050 of 3323 results for "Trustees"

Investment fees jump 50pc

MICHAEL HOBBS  |  THURSDAY, 28 FEB 2008
... leverage their portfolios to increase returns, which resulted in investors paying for leveraged beta. "Recently, many trustees have unwittingly paid away the vast majority of their 'alpha' in fees, even when their fund managers have performed particularly ...

Regulator clamps down on conflicts of interest

MICHAEL HOBBS  |  THURSDAY, 28 FEB 2008
A UK pension fund regulator has drafted a report to assist trustees in reviewing governance arrangements and eliminate any potential conflict of interest. The report was drafted after a review of UK pension funds identified potential conflicts of interest ...

More education for SMSF auditors

MICHAEL HOBBS  |  WEDNESDAY, 27 FEB 2008
The growth in the Self Managed Super Fund (SMSF) sector demands greater education to ensure trustees and auditors remain competent, said the ATO. Ian Read, Australian Tax Office acting deputy commissioner of superannuation, said the growth of SMSFs ...

Calliva offers SuperAccess to SMSFs

RUTH LIEW  |  MONDAY, 25 FEB 2008
... held by the borrower within the super fund are quarantined, and will not require personal guarantees from members or trustees of the SMSF. Calliva Group CEO, Vince Scully, said the firm had been selling the SuperAccess product since May last year. But ...

Macq launches Property Lever

MICHAEL HOBBS  |  WEDNESDAY, 20 FEB 2008
... Property Lever, a geared residential property product tailored for self-managed super funds (SMSFs). The product allows SMSF trustees to borrow 55 per cent of the purchase price to buy a residential property of their choice using a 'limited recourse' ...

Instalment warrants spice up property portfolio

RUTH LIEW  |  MONDAY, 18 FEB 2008
... acquiring it through their superfund. With the right risk profile and strategy they could be just the right thing for trustees," said Sadler. But Super Concepts cautions investors to be aware of the different regulations and requirements of instalment ...

Equity Trustees super six times bigger

MICHAEL HOBBS  |  FRIDAY, 1 FEB 2008
Equity Trustees Limited has increased its superannuation business by $542 million over a four-year period thanks to the cumulative power of minor acquisitions. "When the [superannuation business] was acquired in 2003 it was around $108 million now its ...

SMSFs lead charge

Self managed super funds (SMSFs) are fast closing in on retail funds as the largest super fund segment by total assets, based on the latest APRA statistics released last month which showed SMSFs posting higher growth than retail and other fund segments. ...

Industry funds not holding up transfers: AIST

ALEX DUNNIN  |  TUESDAY, 11 DEC 2007
The Australian Institute of Superannuation Trustees (AIST) has rejected criticism by some financial planners that industry super funds are taking too long to process superannuation transfers. AIST's chief executive officer, Fiona Reynolds, said the ...

CG not a priority for mid-caps

... corporate governance holes." Among the few bright lights were Launceston-based financial services group Tasmanian Perpetual Trustees, which achieved the highest ranking for the second year running with a maximum 5-star rating. The report also highlighted ...