All Articles tagged with 'SMSF trustees'

You are in Posts tagged 'SMSF trustees' (Page 2)

New penalty regime for trustees gets thumbs up from SPAA

From SMSF Association

The SMSF Professionals’ Association of Australia (SPAA) welcomes the passage of legislation that implements an administrative penalty regime for SMSF trustees who breach the superannuation law. The penalties will apply

continue reading

13 Mar 2014

ASX to launch a new managed funds settlement service

From ASX - Australian Stock Exchange

ASX has received regulatory clearance to launch its new managed funds settlement solution – mFund Settlement Service. It will be launched in the first half of this calendar year following the

continue reading

07 Feb 2014

ATO figures highlight SMSF trustees ‘responsible’ in retirement

From SMSF Association

Australian Taxation Office figures highlight the fact that SMSF trustees are adopting a “responsible approach” to how they use their superannuation savings to live in retirement. Graeme Colley, Director Technical and

continue reading

24 Jan 2014

Cash continues to fall out of favour with SMSF trustees

Self managed super fund (SMSF) trustees continued to decrease their allocation to cash during the September 2013 quarter with lower interest rates making term deposits less attractive according to the

continue reading

02 Dec 2013

SPAA welcomes ASIC aim to improve standard of advice

From SMSF Association

The SMSF Professionals’ Association of Australia (SPAA) has welcomed ASIC’s goal to improve the standard of advice given to prospective SMSF trustees. Outlining SPAA’s stance on advisor training and education

continue reading

26 Nov 2013

ATO warning to SMSF trustees

From Australian Taxation Office

The ATO has warned trustees of self-managed superannuation funds (SMSFs) to be cautious when investing in property. Acting Commissioner Bruce Quigley said he is concerned people are using their SMSF to

continue reading

26 Nov 2012

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]