All Articles tagged with 'SMSFs'

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ASIC now allowing SMSFs access to wholesale investment products

From Townsends Business & Corporate Lawyers

Until recently SMSFs couldn’t buy wholesale financial products because ASIC had held they were retail investors unless they had at least $10 million of net assets. ASIC has recently announced

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09 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

Insync’s Global Titans Fund launches on mFund

From Insync Funds Management

International equities manager, Insync Fund Managers, has made its Global Titans Fund available on the ASX mFund settlement service (mFund). “The growing demand for international investment by all Australian investors

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01 Oct 2014

SMSF members’ seniors health card ‘at risk’

From Xpress Super

Retirees, many of them SMSF members, are in danger of missing out on their valuable Commonwealth Seniors Health Card (CSHC) benefits following legislation that was part of the Federal Government’s Budget package,

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29 Sep 2014

ATO confirms SMSF contribution member-test

From Townsends Business & Corporate Lawyers

The ATO has confirmed the long held view that a rollover/benefit transfer to an SMSF in respect of a member will be treated as a contribution for the purpose of

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22 Sep 2014

Residential property simply wrong for most SMSFs

From HLB Mann Judd

The flow of money from self-managed superannuation funds (SMSFs) into residential property suggests many trustees have forgotten that the role of a SMSF is to fund retirement, says Michael Hutton,

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19 Sep 2014

SMSF assets hit record $557bn – exposure to ETFs growing

From Market Vectors

The assets of Australian self-managed superannuation funds (SMSFs) surged in value to a record $557.1 billion in the June 2014 quarter, according to ATO data released last week, creating a

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19 Sep 2014

SMSF asset allocations a cause for worry? Downturn will hit hard when it comes

From FinaMetrica

Self-managed superannuation funds’ (SMSFs) investment exposures at the end of the June quarter reveal high equity concentration risks, which leave many retirees vulnerable to an Australian share market downturn, according to

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17 Sep 2014

No barriers to setting up SMSFs, Xpress Super tells FSI

From Xpress Super

There should be no barriers to establishing an SMSF, either educational or fund balance, said Olivia Long, CEO of Xpress Super and Super Guardian, the specialist self-managed super fund (SMSF)

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15 Sep 2014

Advisers and accountants completing SMSF lenders advice certificates may be breaching the law

From The Fold Legal

Financial advisers and accountants who provide certificates for limited recourse borrowing arrangements may inadvertently provide credit advice in breach of the National Consumer Credit Protection Act 2009 and for which

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10 Sep 2014

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