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Showing 81 - 90 of 312 results for "SMSF trustees"

ATO affirms SMSF event-based reporting rules

KARREN VERGARA  |  FRIDAY, 10 NOV 2017
... Maroney welcomed the proposal at the time, saying with the introduction of the transfer balance cap, it would be in SMSF trustees' best interests to report information as soon as possible to prevent any notional earnings accruing in excess of the cap. ...

Fintech firm launches $7.5m IPO

ALEX BURKE  |  TUESDAY, 7 NOV 2017
... significant time savings through automation, they are now looking to expand their services to provide more value to their SMSF trustees." Ward added: "What is the point of outperforming the market if 90% of investors are outperforming you? It's all about ...

BGL enhances life insurance solution

KARREN VERGARA  |  MONDAY, 6 NOV 2017
... (AGI) to provide life insurance quotes. BGL managing director Ron Lesh said the new functionality makes it easy for SMSF trustees to fulfil obligations about reporting life insurance requirements. The solution provides SMSFs online access to life insurance ...

SMSFs narrow performance gap: Rainmaker

KARREN VERGARA  |  MONDAY, 9 OCT 2017
... Rainmaker SuperGuard 360 report shows. The SG360 SMSF reference index, which measures the post-fee investment return of SMSF trustees, delivered slightly lower returns (7.4% pa) compared to the SG360 default index (7.7% pa), which tracks APRA regulated ...

More time needed for TBAR transition: SMSFA

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
The SMSF Association is calling on the Australian Taxation Office to give SMSF trustees more time to adjust to the new Transfer Balance Account Report requirements, echoing member sentiment. In its submission to the ATO's Transfer Balance Cap and SMSF ...

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.