All Articles tagged with 'trustees'

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How trustees can get the best outcome before 30 June

From SMSF Association

The end of the financial year is the time for SMSF trustees to focus on financial planning and strategy, particularly as it relates to superannuation. SMSF Professionals’ Association of Australia

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16 Jun 2014

Administrative penalties for SMSF trustees

From Australian Taxation Office

Trustees and directors of corporate trustees may have to pay an administrative penalty if their SMSF contravenes superannuation legislation. The size of the penalty will depend on the seriousness of

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30 Mar 2012

Life insurance gap beginning to close in Australia

From Rice Warner Actuaries

New report from Rice Warner reveals increasing levels of personal insurance Australia’s life insurance gap has reduced over the last six years, according to a new report from Rice Warner Actuaries.

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01 Jul 2011

Maximising tax exemptions on SMSF funds income

From SPAA - Self Managed Superannuation Funds Professionals Association

Specialist self-managed superannuation fund (SMSF) education and training provider, The SMSF Academy, in conjunction with leading SMSF actuarial specialists, Bendzulla Actuarial, will present Understanding Actuarial Requirements for a SMSF on

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06 Jun 2011

Regulators should not judge super funds on size alone, Russell warns

From Russell Investments

Recommends trustees use comprehensive test to meet scale requirements Know your fund first – evaluate before reacting to scale concerns Russell Investments is calling on trustees and industry regulators to

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29 Mar 2011

SPAA urges caution on new borrowing rules

From SMSF Association

The Self Managed Super Funds Professionals’ Association of Australia (SPAA) has today reminded SMSF advisers and trustees about the tough new measures which apply to limited recourse borrowing arrangements put

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29 Nov 2010

Proposed Changes to the Australian Financial Services Industry

From Peter Johnston - Association of Independently Owned Financial Planners

DRAFT A Discussion Paper Presented to Minister Bill Shorten 1.1 The objective of this paper is to highlight some issues that exist in the Australian financial services industry that may

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03 Nov 2010

Guiding SMSF trustees through borrowing and residential property investing

From Perpetual Private

An increasing number of self-managed superannuation fund (SMSF) trustees and members looking at investing in residential property are seeking clear information on borrowing, and how residential property fits within their

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20 Oct 2010

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]