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Showing 81 - 90 of 307 results for "SMSF trustees"

Lower returns but higher balances for SMSFs

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... APRA regulated superannuation funds over the same period," the report reads. The findings predict two-thirds of SMSF trustees can remain confident (with 80% certainty) that they are well placed to achieve the ASFA standard of comfort. However, the median ...

SMSFA supports quarterly reporting proposal

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
... process will go a long way to resolve any outstanding issues. "With the introduction of the TBC, we believe it's in SMSF trustees' best interests to report information as soon as possible so details can be shared between advisors, providers and members ...

Charter Hall launches new office fund

KARREN VERGARA  |  MONDAY, 21 AUG 2017
... around 2.3% and ASX-listed stocks yield an average 4%. "The launch of PFA provides an opportunity for investors and SMSF trustees and members to acquire an interest in quality buildings in major markets leased to credit-rated tenants on long leases," ...

Heffron acquires superannuation advice specialist

DARREN SNYDER  |  THURSDAY, 10 AUG 2017
... Leigh Mansell and other technical staff, Martin Heffron said. Heffron SMSF Solutions has provided solutions for SMSF trustees and their advisers since its inception in 1998. It is one of Australia's largest independent SMSF service providers.

ATO pushes back SMSF returns deadline

KARREN VERGARA  |  MONDAY, 15 MAY 2017
... accountants, tax agents and SMSF specialist advisors due to the complexity of the changes." "The extra time will allow SMSF trustees to make well-informed decisions instead of hasty ones," Maroney added.

SMSF investors shift gears

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... continuing market volatility, the latest statistics from AMP Capital show. AMP Capital's Black Sky Report shows SMSF trustees expect a 10.9% return on their portfolio this year, and 18% of trustees have made changes to position their portfolio for growth. ...

Association and regulator join forces for industry benefit

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2017
... collaboration of the association and ATO will ensure the delivery of high-quality education and information services for SMSF trustees and the wider financial services sector. The support and commitment of the ATO to the SMSF sector will further enable ...

Unadvised SMSFs ripe for advisers

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2017
... at the 2017 SMSF Association's National Conference in Melbourne, Dunn also revealed the perception in the eyes of SMSF trustees surveyed is they cannot rely on the information they're given as it often conflicts with other information available to them. ...

Strong SMSFs bridging gender super gap

JAMIE WILLIAMSON  |  THURSDAY, 22 DEC 2016
... SMSFs in the year ending 30 June 2015 was 6.2%, in line with APRA-regulated funds. Slattery said this is proof that SMSF trustees seem to know what they're doing, investment-wise. "SMSF trustees continue to demonstrate they are able to generate healthy ...

SMSFs continue hunt for information

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2016
... popular topics this year included how to gain long-term returns via equities, what the federal budget means for SMSF trustees, tax and regulation, and how to diversify a portfolio in a low interest-rate environment. AMP Capital also reported a 485% increase ...