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SMSF TRUSTEES

Financial planning

Fund manager and entertainment executive team up to deliver educational videos for Australian investors....

Superannuation

legalsuper's Andrew Proebstl questions ageing and death in context of SMSF trusteeships. ...

Superannuation

SPAA points to ATO data on benefits payments as evidence SMSFs are taking a responsible approach to how they use their superannuation savings to live in retirement....

Superannuation

SPAA says self-managed super fund (SMSF) trustees are taking on a “responsible approach” to how they use their superannuation savings in retirement....

Superannuation

Ageing SMSF trustees urged to get their succession plans in place. ...

Superannuation

Australians aged over 55 have refocused on their retirement, according to specialist SMSF advisory firm Crowe Horwath. ...

Financial planning

Over 55s have finally recovered from the post-Global Financial Crisis (GFC) malaise that prevented them from retiring, an SMSF adviser says. ...

Superannuation

While there are more than 2,000 companies listed on the ASX, the vast majority of SMSF investments are in a handful of stocks, according to Amanda Skelly, head of SPDR ET...

Superannuation

Self-managed super fund (SMSF) trustees’ appetite for cash has fallen further in the last quarter, with low interest rates driving investors away from the traditional saf...

Superannuation

The notion that self-managed super fund (SMSF) trustees should have a 'competency test' as suggested by visiting European financial literacy specialist Robert Holzmann ha...

Superannuation

SPAA says absence of SMSF training standards in new RG146 is surprising, given regulator’s concerns....

Superannuation

SPAA CEO Andrea Slattery has shut down the notion that SMSF trustees should have a competency test, deeming it elitist....

Superannuation

Changing the trustee of a SMSF is critically important. SMSF deeds differ significantly in how a change of trustee is to be implemented, write Jared Lynch and Bryce Figot...

Superannuation

Two bodies representing industry super funds have called for improvement in the quality of advice provided to clients, questioning some of the drivers behind the growth o...

Superannuation

ASIC wants people to be better informed about the implications of establishing an SMSF before it occurs. ...

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