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Showing 61 - 69 of 69 results for "Limited recourse borrowing arrangement"

SMSF contributions down 25%, AMP survey finds

JAMES FERNYHOUGH  |  MONDAY, 19 AUG 2013
Self-managed superannuation fund (SMSF) contributions fell by $12,300 the 2012-13 financial year, according to the Multiport SMSF Investment Patterns Survey June 2013. Multiport, an SMSF administrator and subsidiary of AMP, surveyed 1,950 of its client ...

OneVue strenghtens platform offering

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
OneVue has added two new investment options to its Unified Managed Account platform as part of its strategy to ensure greater compliance with the Future of Financial Advice (FoFA) reforms. The platform will offer two separate investment package options ...

MFAA offers new SMSF training programs

JAMES FERNYHOUGH  |  MONDAY, 27 MAY 2013
... advisers. The programs aim to improve participants' understanding of their role in setting up Limited Recourse Borrowing Arrangement's (LRBA's) and ongoing management of the LRBA. They will also focus on how to ascertain the borrower's lending capacity ...

Interest rate cuts drive SMSFs to FI, property

LAURA MILLAN  |  TUESDAY, 12 FEB 2013
Interest rate cuts in December 2012 drove Self Managed Super Funds (SMSF) trustees from cash holdings to fixed interest and direct property investments, Multiport SMSF Investment Patterns Survey found. Cash holdings fell 1.9% to 24.5% in the December ...

SPAA backs limited recourse borrowing rule changes

MARK SMITH  |  TUESDAY, 15 JAN 2013
... savings, investors must recognise the risks involved. "People have to understand that a limited recourse borrowing arrangement that doesn't comply with government regulations can have serious financial consequences for trustees," he said. The comments ...

Understand borrowing laws warns ATO

BEN COLLINS  |  THURSDAY, 22 NOV 2012
... (SPAA) sent out a fact-sheet highlighting the risks trustees face when entering into a limited recourse borrowing arrangement (LRBA). "A gearing strategy can assist people grow their retirement savings, but there are significant risks that must be considered ...

SMSFs given leeway on property assets

MATT WOODINGTON  |  WEDNESDAY, 14 SEP 2011
... director, SPAA. "This made it very difficult for SMSF trustees and advisers to use the limited recourse borrowing arrangement rules to invest in certain assets to build for their retirement," he said. The ATO now accepts that a property existing on multiple ...

Planners commission ban skips property

ELISE BURGESS  |  MONDAY, 30 MAY 2011
Financial planners won't lose out on all commissions after Assistant Treasurer Bill Shorten confirmed the ban on commissions will not cover property investments, pushing opportunities for planners in the self-managed super fund (SMSF) space. Property ...

Changes to borrowing brings peace of mind

MICHAEL HOBBS  |  THURSDAY, 11 MAR 2010
The government's proposal to bring certain borrowing arrangements under the Corporations Act means shonky promoters will be shut out of the market and self managed super fund (SMSF) trustees can have peace of mind when using the products. Chris Bowen ...
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