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Showing 51 - 60 of 307 results for "SMSF trustees"

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... that use financial planners however, have remained steady at an average of 209,000. One third (32%) of the 4927 SMSF trustees surveyed said they do not seek financial planners because of the lack of confidence in the adviser's expertise. Paying adviser ...

PYSP puts SMSFs at risk

HARRISON WORLEY  |  THURSDAY, 6 JUN 2019
... cancelled. With the Government's Protecting Your Super Package about to kick in, the SMSF Association is warning SMSF trustees to check the status of any super fund memberships they may hold as a means to accessing group life insurance. The association ...

SMSF wind-ups spike: ATO

ELIZABETH MCARTHUR  |  THURSDAY, 9 MAY 2019
... further explained the increase in SMSF wind-ups could simply be the passage of time. "The first cohort of original SMSF trustees is now reaching age 80-90 and their balances may be getting low or they have lost interest in running a SMSF. It is good ...

AMP overhauls wealth leadership

ELIZABETH MCARTHUR, JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... driving innovations for our customers. "This is a talented group at the forefront of driving favourable outcomes for SMSF trustees, and I look forward to continuing the outstanding work we are known for in our sector," she said. Adrian Urquhart, who ...

Federal Budget: Industry responds

HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
... chief executive John Maroney praised the Government's light approach to super in this year's Budget. "Many SMSF trustees and their advisers are still experiencing the compliance impacts of the 2016 Budget changes that began on 1 July 2017, so ...

SMSF investment platform begins, announces senior hire

DARREN SNYDER  |  WEDNESDAY, 28 NOV 2018
... with and select an investment management company to help manage an investment portfolio. The platform will give SMSF trustees and other investors the choice of several managers, including foundation partners Schroders; Shaw and Partners; SG Hiscock ...

More SMSF auditors disqualified

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... confidence in the sector and "ASIC will continue to take action to ensure auditors adhere to ethical standards." SMSF trustees and members can check whether their auditor is registered, or whether a person has been disqualified, by searching ASIC's ...

Two new ETFs on the block

KANIKA SOOD  |  WEDNESDAY, 24 OCT 2018
... and make distributions each quarter. Betashares executive Alex Vynokur said the new ETF is a compelling option for SMSF trustees, retirees and pre-retirees looking to make a core allocation to international shares. "Although INCM does have an income ...

Don't use multiple SMSFs to dodge tax: ATO

KANIKA SOOD  |  FRIDAY, 21 SEP 2018
... SMSFs, including separating assets for blended or large families. In some other genuine uses of multiple accounts - SMSF trustees also use multiple funds to separate business assets from family assets. They can also use different SMSFs for managing super ...

SMSFA questions three-year audits

KARREN VERGARA  |  TUESDAY, 4 SEP 2018
... broader sector. "We also believe that there may not be a significant take-up of the proposed triennial audit by SMSF trustees as our research has shown that many SMSF advisers may recommend that their clients undertake annual audits to ensure their fund ...