All Articles tagged with 'SMSF trustees'

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SMSF administrator calls for halt to compliance buck passing between trustees and advisers

From Australian Superannuation and Compliance Limited

Founding Principal and Director Ravi Subramaniam of Perth headquartered Australian Superannuation and Compliance Limited (ASC) cautions current and would be investors considering an SMSF of the need to be aware

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04 Nov 2014

SMSF trustees reduce cash in favour of international shares

From AMP

Australian’s self-managed super fund (SMSF) trustees have turned their focus to international markets to realise more gains, after continued low interest rates deliver un-inspiring cash returns, according to the latest

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29 Oct 2014

SMSF trustees to take centre stage at SPAA’s 2015 National Conference

From SMSF Association

Understanding the self-managed super fund lifecycle and knowing how to use that knowledge to benefit clients is the theme of the 2015 SMSF Professionals’ Association of Australia (SPAA) National Conference

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16 Oct 2014

Trustees’ duties are often misunderstood, says SPAA

From SMSF Association

The wide-ranging responsibilities of SMSF trustees to all fund members are often misunderstood and unappreciated by their critics, says Graeme Colley, Director, Technical and Professional Standards, of the SMSF Professionals’

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07 Oct 2014

SMSF critics should look to the facts, not their biases

From SMSF Association

In the eyes of their critics it seems SMSF trustees can never get it right on the investment front, says Graeme Colley, Director, Technical and Professional Standards, of the SMSF

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30 Sep 2014

AMP Capital adds Global Listed Infrastructure Fund to its SMSF Suite

From AMP

AMP Capital has made it easier for self-managed super fund (SMSF) investors to access listed infrastructure by adding its flagship global fund to the SMSF Suite. The AMP Capital Global

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15 Sep 2014

The ages of 40 and 70 should raise aged care alarm bells for advisers, their clients and SMSF trustees

From Equity Trustees

The US based senior care network, Home Instead, was the first one to refer to what is now universally known as the 40-70 rule. Since then, many operators in the

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27 Aug 2014

In-house asset rules a trap for SMSF advisors, trustees

From SMSF Association

The in-house asset rules pose one the biggest pitfalls for SMSF trustees and their professional advisors, says Graeme Colley, Director, Technical and Professional Standards, of the SMSF Professionals’ Association of Australia (SPAA).

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22 Aug 2014

SMSF critics are winding up the market

From Xpress Super

Industry funds expecting to reap the benefits of disillusioned SMSF members winding up their funds and re-joining the APRA-regulated sector are grasping at straws, says SuperGuardian, Xpress Super CEO Olivia

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20 Aug 2014

SPAA backs ASIC move to clarify wholesale investor test

From SMSF Association

The SMSF Professionals’ Association of Australia (SPAA) welcomes the decision by ASIC to clarify the working of the wholesale investor test and how it relates to SMSF professionals and trustees.

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12 Aug 2014

Earn CPD Points

CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]