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3 Tier Structure of Mutual Funds & other MF Constituents
 
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Sponsor is the Promoter of Mutual Fund Seeks SEBI Registration for starting MF 5 years in Financial Services Business Profit making in 3 out of last 5 years Minimum 40% share-holding in AMC Positive Net Worth in last 5 years Indian / Foreign Sponsor, Joint Venture Trust – MF in India is a Trust. Minimum 4 trustees & two-thirds of the trustees - independent trustees SEBI Approval required, before a person is appointed as Trustee Person convicted of any economic offence or violation of any securities laws cannot be appointed as trustee AMC – Day to Day operations of Mutual Fund 50% Independent directors. Trustee Approval required before a person is appointed as a Director Minimum net worth of Rs. 50 crore AMC can’t invest in its own schemes. Can be terminated by a majority of the trustees, or by 75% of the Unit-holders Chief Investment Officer (CIO) is responsible for overall investments. Fund managers assist the CIO Securities Analysts – Fundamental & Technical Analysis for stock picking. Securities Dealer – Order Execution Chief Marketing Officer (CMO) Chief Operations Officer handles all operational issues. Compliance Officer - Legal Compliances. Signs a due-diligence certificate in OD of New Issues. Compliance Officer reports to head of the AMC & works closely with Trustees on compliance & regulatory issues. Custodian – Custody of assets Settlement of Security Transactions SEBI registered, appointed by Trustee Custodial Agreement with Trustee Tracks dividends, bonus & rights of companies in the portfolio Normally Independent of Sponsor RTA – Registrar & Transfer Agents Maintains investor records Offices of RTA – ISC (Investor Service Centres) Appointed by AMC. (Optional). Can be In-House also All RTAs need to register with SEBI Auditors – Scheme & AMC Scheme Auditor Appointed by Trustee AMC Auditor appointed by AMC Fund Accountant – Calculation & Disclosure of NAV. Equity & balanced fund NAV upto 2 decimal places. Index & Debt Funds NAV – upto 4 Decimals. Daily night 9 pm in AMFI Site. FoF – By 10 am next day NISM Mock Tests - https://nism.modelexam.in/ NISM Study Material - https://nism.modelexam.in/nism_study_material_simple.html
Views: 22510 MODELEXAM
Introduction to Mutual Funds in India
 
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Learn about Mutual Funds and their structure in India, from Deepak Shenoy. The first of the MarketVision Mutual Fund Video Module, this video talks about: * Collective Pooled Investing * How Mutual Funds are structured in India * NAV and Units: Explained With An Example * Entry and Exit Loads * Management Fees More videos in this channel on the concept, very soon.
Views: 227360 Capital Mind Video
Who Is A Trustee In Mutual Fund?
 
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"Who Is A Trustee In Mutual Fund? Watch more videos for more knowledge Who Is A Trustee In Mutual Fund? https://www.youtube.com/watch/svaplVvKr9M How do Trust Funds Work? https://www.youtube.com/watch/3cnP5M5m-Ko What Is A Trust Fund? https://www.youtube.com/watch/tVED8tuSr98 How to choose a trustee https://www.youtube.com/watch/s27nVHIlWIo How Does a Trust Work? https://www.youtube.com/watch/IkyCkOFrCEo What is a Mutual Fund? https://www.youtube.com/watch/E8CkCgJnqes Investing Basics: Mutual Funds https://www.youtube.com/watch/ngfKXvfzC74 3 Tier Structure of Mutual Funds & other MF ... https://www.youtube.com/watch/bhXoJXpMiNU What is a Mutual Fund? https://www.youtube.com/watch/zlUrdkpsCkI What is a Mutual Fund | by Wall Street Survivor https://www.youtube.com/watch/TPS22HRRY1k Understanding Conditions of a Trust Fund https://www.youtube.com/watch/d7LUkf9n5bU Trust fund Meaning https://www.youtube.com/watch/7tREFUWDVLM Mutual Fund Direct Plan vs Regular Plan - How To ... https://www.youtube.com/watch/uVKejKWDki0 What are Mutual Funds? https://www.youtube.com/watch/kukZHhKhR8Y CMSL CS EX. LECTURE 13(MUTUAL FUND,ASSET ... https://www.youtube.com/watch/QlnDKp9x9jQ The value of naming a beneficiary https://www.youtube.com/watch/gWD7pStkLGQ What are mutual funds? https://www.youtube.com/watch/aeLHVnAUizI Mutual Funds | Structure In India (Contd ... https://www.youtube.com/watch/TdSkQD1kNaw How does a mutual fund work? https://www.youtube.com/watch/V-pQPCnfz_0 Different types of Mutual Funds https://www.youtube.com/watch/hjPBaU1qBqA"
Views: 631 Bet My Bet
Trust in mutual funds
 
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Trust in mutual funds
Views: 126 Vibeesh Pavithran
Governmental Accounting (Investment Trust Fund For Pooled Investments, Government As Trustee)
 
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Governmental Accounting for Investment Trust Fund, Government Unit Acts as Trustee (Agent) For External Participants (Pooled Investments), Investment Trust Fund, 1-Accepts Assets that are invested to produce earnings for external participants (Gov. managed Investment Pool), 2-Proper accounting for Gains or Losses, whether realized thru sale of investments or unrealized thru appreciation or depreciation of Assets Fair Value is necessary for the preservation of the Trust Fund (record Assets at Fair Value), 3-Measurement focus on full accrual accounting procedures, 4-Must separate between Principal Items & Revenue Items, common method is to setup two fund, A-Principal Items as Principal Fund to protect Principal & B-Revenue (Earnings) Fund ($ which can be distributed), detailed accounting by Allen Mursau
Views: 1166 Allen Mursau
What is AMC in Mutual Funds ? | How Does AMC works
 
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Namaskar Dosto. Aaj hum bat renge AMC yani asset management company aur janenge ki ye AMC qa hoti hai Mutual Funds me aur dekhnege ki Mutual funds kaise kam karta hai To umeed hai dosto aapko video pasand ayega Mutual fund, Banking aur Finance ke bare me aur jan ne ke lie SUBSCRIBE kijiye. Facebook: https://www.facebook.com/MARKETMAESTROO For any BUSINESS INQUIRY - [email protected]
Views: 47530 Market Maestroo
Mutual Fund Three Tier Structure: Investor Education Video by Moneykraft
 
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Mutual Funds in India are structured in a three tier format i.e. Trustee-Sponsor-Asset Management Company. This investor education video by Moneykraft explains how this structure makes mutual funds safe and secure.
Views: 2398 Money Kraft
Lecture 38 : Structure of Mutual Funds in India
 
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Lecture 38 : Structure of Mutual Funds in India
Views: 1606 Sunny Gulve
How Does a Trust Work?
 
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A trust may not be right for everyone, but they may play a key role in proper estate planning! http://www.boonewealth.com A lot of people think trusts are only for the super wealthy -- not true. Trusts can benefit anyone who wants to manage how they leave their money to their family. A trust can give you control over who gets what, and when, how they get it, and why. How do trusts work? Trusts are like containers you can put things in to. You, the grantor, can place assets - like your house, life insurance policies, investments, and other possessions - into a trust. These assets become property of the trust, and are managed by your trustee. You appoint the trustee to ensure your wishes are carried out. As grantor, you decide who receives the assets inside your trust. Typically, your spouse, your children, grandchildren, and charities of your choice are the beneficiaries who receive the assets held in trust. When you create a trust, you determine how the funds inside your trust will be used, and when they will be dispersed. For example, you may want to use assets in your trust to jump-start your children's careers when they're 25. Or supplement their retirement when they turn 60. Or pay college tuition expenses for your grandchildren. Or provide annual scholarships to your alma mater. Your appointed trustee ensures everything is managed according to your instructions. It's important to know there are different kinds of trusts for different purposes. Some are designed to manage who receives your assets, and when. Others may offer tax planning benefits. Make sure you work with financial experts, so that your trusts are properly structured to carry out your specific intentions. Trusts can offer you and your family many financial advantages. Talk with your advisor and an estate planning attorney. Find out how trusts can help you create a lasting legacy for those you love the most.
Views: 105016 Boone Wealth Advisors
Trusts - Part 1 - the Trustee, the Settlor and the Beneficiary - white rabbit trust
 
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Watch the New Show: https://YouAndYourCash.Com To gain the most from our videos, please watch from start to finish; we trust you will be entertained. If we have included well known songs, by popular artists, and or clips from Hollywood blockbusters, please note that we do not own the copyright to said masterpieces. We’ve included them because love them, and encourage everyone to buy the tune/or DVD of the artist featured. This channel is not monetised, and we do not charge for promoting artistic genius. WhiteRabbitTrust and WhiteRabbitJediAcademy You-Tube Channels, should not be confused, with other Channels using the term ‘White Rabbit’. https://www.youtube.com/watch?v=22K-EUnF9bM How Loans and Credit Cards Really Work https://www.youtube.com/watch?v=HNephRl-0I0 The Wolf of Wall Street – It Doesn’t Exist https://www.youtube.com/watch?v=ONB2gfnfHdk Challenge Your Mortgage Could You wipe up to 70% off Your Mortgage Debt? Watch This NOW, and PLEASE SHARE this link http://youandyourcash.com/cym https://www.youtube.com/watch?v=SmfwPghjW_M The Hidden power of Attorney in Your Mortgage https://www.youtube.com/watch?v=jwi5slYcITI How to Freeze Debt for 20 Years https://www.youtube.com/watch?v=wmshUcovtHI Land Registry https://www.youtube.com/watch?v=h7t8zXioAz4 The System doesn’t Exist – It’s all an Act Please subscribe to the: WhiteRabbitTrust (You Tube Channel), and the: YouAndYourCash (Your Tube Channel) and please encourage your friends and family to do likewise. Big love Spaniard x
Views: 50872 WhiteRabbitTrust
Investment Property Strategy: The Trust Structures You MUST Have For Your Investment Properties.
 
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Protect your assets and minimise your tax with the right information http://InvestmentProperty.Training The 8th marvel of the world is not compound interest it's compound learning. To end up being included in the investment property market you have 2 paths. You can jump in with both feet based upon exactly what your accounting professional and your heart says. This is where you purchase a property because you enjoy it and love the concept of owning it regardless of whether it makes financial sense ... (this is where 95 % of homeowner put their money). ... or you can spend a long time learning the approaches of property investors who have made all the mistakes and have actually established particular methods and processes to consistently and continuously grow their wealth. These people are in the top 5 % of earners in the world and method investing in real estate completely in a different way to the remainder of the populace. The distinction between the 2 comes down to something ... education. The 2nd group treat investing as a company. All their choices are based upon a strategy and a strategy and have no psychological interest what so ever in the specific properties that they purchase. This enables them to base all their selections on which chances are going to offer them the benefit they are preparing for, and in turn lead them to the objectives they are concentrated on 2 or 3 steps down the road. They understand specifically what sort of property investment offer they require next and the kind they are going to need after that in order to further their plan to create passive income and construct wealth. If you desire to discover the best ways to do this by being instructed from people who are really doing this every day and can quickly track your real estate success then you have to begin by making the effort to enjoy a complimentary instructional webinar on investment properties at http://investmentproperty.training
How do Trust Funds Work?
 
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What are Trust Funds? Like us on Facebook and follow us on Twitter for fun and helpful finance tips in your timelines: https://www.facebook.com/napkinfinance/ https://twitter.com/napkinfinance Sign up for our newsletter: http://bit.ly/NapkinFinanceNewsletter Read more: http://napkinfinance.com What Are Trust Funds? A trust fund is a collection of assets (something of value), usually set up for the benefit of children or grandchildren. Many kinds of trust funds are available, and it’s possible to customize trust funds to meet your individual needs. Trust funds aren’t just for ultra-wealthy and famous. A trust fund can help manage and protect hard-earned assets for: A homeowner A business An investor It’s possible to place almost anything of value in the trust, including: Cash Mutual funds Equity shares Bonds Real estate Trust funds are useful and practical financial tools that almost anyone can use. Advantages Save money Avoid high taxes and legal fees Prevent probate (the court process for a will) Provide funds for educational purposes for family members For instance, your grandfather saved for your college education by setting aside money in a trust fund. When you start going to college, your trust fund kicks in and you can use it to pay for expenses like tuition and books. Trust Fund Basics http://napkinfinance.com/napkin/Trust%20Funds
Views: 34615 Napkin Finance
2 min to understand what is a custodian and depositary bank
 
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Simple and short video to understand easily the depositary trustee, one of the three main roles of an Asset Servicer For more information: http://www.caceis.com/what-we-do/asset-managers-funds/depositary-trustee/ --- - Visit our website http://www.caceis.com - Follow us Twitter: http://twitter.com/CACEIS LinkedIn: http://www.linkedin.com/company/caceis
Views: 5540 CACEISmedia
Fund Information
 
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Retirement Fund, Brefco, Diversified Umbrella Fund, Umbrella Fund, Pension Fund, Provident Fund, Trustee, Contribution, Retirement,
Views: 421 Brefco Brefco
Mutual Funds | Regulation & Structure Of Mfs In India | Asset Mgt. Company | Role of MFs | Part 2
 
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Strategic Financial Management : Chartered Accountancy; Mutual Funds | Regulation & Structure Of Mfs In India | Asset Mgt. Company | Role of MFs | Part 2; Revision : 00:00:16 - 00:01:37 Topic Covered : 1. Regulation of Mutual Funds in India : 00:01:38 - 00:03:31 2. Structure of Mutual Funds in India : 00:03:31 - 00:05:20 3. Important regulation of SEBI on MFs : 00:05:20 - 00:08:31 4. Asset Management Company : 00:08:32 - 00:10:20 5. Role of MFs in Financial Market : 00:10:21 - 00:12:00 6. Mutual Funds and Capital Market : 00:12:00 - 00:13:27 7. Mutual Funds and Money Market : 00:13:27 - 00:15:39 8. Right of a Mutual Fund Investor : 00:15:43 - 00:18:15 9. Fund of Funds : 00:18:16 - 00:20:05 10. Net Asset Value : 00:20:05 - 00:25:08 - Calculation Video by Edupedia World (www.edupediaworld.com), Free Online Education; Download our App : https://goo.gl/1b6LBg Click here, https://www.youtube.com/playlist?list=PLJumA3phskPGZ7QPDmzNYr-fJDi5BjW6x for more videos on Strategic Financial Management; All Rights Reserved.
Views: 2864 Edupedia World
SMSF Trustee Responsibilities
 
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Oxley Insurance Brokers provides an overview of Self Managed Super Fund Trustee Responsibilities and the recent rule changes.
How to choose a trustee
 
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Choosing a trustee is one of the most important decisions you'll make when creating a trust. Meredith Antik of Vanguard Asset Management Services explains some of the key considerations you should think about before making your selection. **For more information about Vanguard funds, visit vanguard.com, or call 877-662-7447, to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.** All investing is subject to risk, including the possible loss of the money you invest. This webcast is for educational purposes only. We recommend that you consult a tax or financial advisor about your individual situation. © 2014 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor of the Vanguard Funds. Vanguard Asset Management Services are provided by Vanguard National Trust Company, which is a federally chartered, limited-purpose trust company operated under the supervision of the Office of the Comptroller of the Currency.
Views: 2670 Vanguard
Corporate Trustee or Indiviual Trustee for your Self Managed Super Fund (part 1)
 
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Adam Goldstien is a regular panelist on Your Money Your Call on the Sky Business Channel. In this episode Adam discusses whether a Corporate Trustee or Individual Trustee is best for your Self Managed Superannuation Fund
Views: 70 Skeggs Goldstien
What is a Pooled Investment?
 
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Welcome to the Investors Trading Academy talking glossary of financial terms and events. Our word of the day is “Pooled Investment” Pooled investment funds – also known as collective investment schemes – are a way of putting sums of money from many people into a large fund spread across many investments and managed by professionals. Investing this way can be easier and less risky than buying shares in individual companies direct, and there are lots of funds to choose from. With an investment fund, lots of people pool their money together and a professional fund manager invests the money in assets such as shares, bonds, property, cash, or a combination. There’s a huge range of funds that invest in different things, with different strategies – high income, capital growth, income and growth and so on. The enormous advantages of investing in pooled fund vehicles make them an ideal asset for many investors. There are added costs involved in the form of management fees, but these fees have been steadily declining for many years as competition has increased. The main detractor of pooled fund investments is that capital gains are spread evenly among all investors - sometimes at the expense of new shareholders. By Barry Norman, Investors Trading Academy - ITA
So You Want to Start a Hedge Fund? Lessons from 120 early stage hedge fund investments,..
 
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Ted Seides began his professional career at the Yale Endowment working under David Swensen, and transitioned his early experience in hedge fund investments into the foundation of Protégé Partners. The fund of funds launched in 2002 with the explicit mandate to invest in small managers and startups, and allocated to 120 early stage hedge funds over the last 14 years, including 40 seed investments. Ted recently published a book entitled, So You Want to Start a Hedge Fund: Lessons for Managers and Allocators, in which he provides a roadmap for managers to learn about the intricacies of launching a hedge fund. He includes lessons on why hedge funds make the same mistakes over and over again, particularly in their business processes. He pinpoints pressure points that can lead to the success or failure of a fund, including best practices in marketing, team building, investment strategy, and performance. He also discusses the misconceptions of many allocators about investing into smaller hedge funds, and why and how investors should take a closer look at them. Learn more about: - Ted Seides: From the Yale Endowment protégé to Protégé Partners - The investment philosophy behind a 14 year fund of fund mandate to invest in small managers - Lessons from 120 early stage hedge fund investments, and from seeding 40 managers - Why startup funds make the same mistakes over and over again. The single biggest mistake that early stage hedge fund managers make - How some start ups are able to get investors “crowd” into their hedge fund - Key lessons on how to build a successful hedge fund team. Why staff turnover at a start up can be a good thing - Can a hedge fund “coach” add value? - Why start-ups should avoid the equal co-portfolio manager structure - Allocators should view an investment with a manager and the timing of that investment as independent components· - Why nearly all successful launches are coming out of existing hedge funds - The future of hedge funds: increased competition, but next generation of managers will likely be funded by down-market inflows from the current generation Ted Seides, CFA, is the Managing Partner of Hidden Brook Investments, LLC, an advisor to asset managers and allocators. His first book, So You Want to Start a Hedge Fund: Lessons for Managers and Allocators, (Wiley) was published in February, 2016. Seides was a founder of Protégé Partners LLC, where he served as President and Co-Chief Investment Officer. He began his career in 1992 with the Yale University Investments Office. Seides sits on the Board of Trustees of the Greenwich Roundtable, and is a Trustee and member of the investment committee at the Wenner-Gren Foundation. He serves on the Board of Technoacademy, and previously was a Board member of Citizen Schools-New York. Seides holds a B.A. in economics and political science, Cum Laude, from Yale University, and an MBA with honors from Harvard Business School.
Views: 35570 OpalesqueTV
Governmental Accounting (Private Purpose Trust Fund, Government Acts As Trustee, Agent)
 
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Governmental Accounting for Private Purpose Trust Fund, Government Unit Acts as Trustee (Agent) For External Individual, Organizations, Etc., Private-Purpose Trust Fund (Non-expendable Trust Fund, 1-Accepts Assets that are invested to produce earnings for a designated external purpose (Scholarships, Etc.), 2-All Assets recorded at Fair Value (including Land, Etc.), 3-Changes in Fair Value reported as Investment Income, 4-Earnings are expendable for a specific purpose but the Principal amount is not expendable, 5-Must separate between Principal Items & Revenue Items, common method is to setup two funds: A-Principal Items (Protects Principal Items), Endowment Principal Fund, B-Revenue (Earnings), ($ Can be Spent), Endowment Earnings Fund, detailed accounting by Allen Mursau
Views: 1411 Allen Mursau
Hedge Fund Bankruptcy Trustee Sues Investment Firms
 
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The complaint alleges the defendants knew or should have known the investments were fraudulent, according to Reuters. "Stevanovich received millions in false profits through his active and direct involvement in the Petters Ponzi scheme."
Views: 11 emma julian
SMSF | Investment Strategy
 
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In this video, we will cover the essential elements of an investment strategy for Australian Self-Managed-Super-Fund Trustee's, and also individual investors. ---------------------------------------------------------------------------------------------------- Australian Value Investing Program | https://www.searchingforvalue.org/the-offical-australian-value-investing-program/ ---------------------------------------------------------------------------------------------------- Video Notes: Intro: Strategy: - Strategos - Graham & Dodd: Characteristics of the share market - The Loser's Game - Personal bias - First level thinking - The Cure Investment: - Definition - Thorough analysis - Safety of principle - Satisfactory return In Summary: You can support me here • https://www.patreon.com/ACParris • https://www.paypal.me/adamcparris Disclaimer | This video may contain general financial advice that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any information provided, you should not act on any of the information provided without considering the appropriateness in light of your personal objectives, financial circumstances and needs, and should consider seeking advice from a financial advisor if necessary.
Regulation 16 of MUTUAL FUNDS - ELIGIBILITY OF TRUSTEE / CS EXECUTIVE - CMSL
 
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Follow this Link to join our TELEGRAM GROUP :- t.me/cacsstudentsupport09 GET REGULAR FREE VIDEO LECTURES AND OTHER VALUABLE INPUTS
Understanding Mutual Funds
 
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Mutual funds are managed by a fund manager and their team, typically someone who has had over ten years experience with portfolio management and analyzing investments. Mutual funds are a promising investment because they allow for diversification of your investment. Oftentimes your portfolio will be divided into 8-12 securities in a variety of industries and internationally. One common misconception regarding mutual funds is that all of your money is invested in stocks. But that’s not the case. Your money is broken down and invested in funds such as Canadian and International stocks, Balanced fund and Bond funds, to name a few. Money market funds are safest, bonds are useful if you want to use your money in the next five years and stocks give you the ability to invest and diversify, long-term. Remember, when you invest in a mutual fund, you choose the risk level that matches your financial needs and goals, short and long term. In sum, do your research and determine your investment goals and risk tolerance to make sure you do not short change yourself in the long run. Learn more please visit www.rumanek.com
SMSF Trustee Empowerment Day
 
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Find out more at http://www.smsmagazine.com.au/events The SMSF Trustee Empowerment Day is brought to you by self managed super’s Trustee News. Stay up-to-date at http://www.smsmagazine.com.au/trustee-subscribe. Are you up to date on the latest opportunities and regulations for your SMSF fund? Would you like to be part of a growing network of trustee’s that have the “ideal retirement” in mind and are taking the right steps to ensure it will be managed and funded correctly? The SMSF Trustee Empowerment Day is your ticket to insights that will “make a difference”. Our presenters will inform you about the latest regulatory developments, unique investment opportunities, and best strategies to employ to get the most out of running your SMSF. Highlights include presentations from Grant Abbott, Australia’s leading SMSF presenter and chairman of the Australian SMSF Members Association and Sky Business "Your Money, Your Call" hosts Julia Lee of Bell Direct and Sam Henderson of Henderson Maxwell. Visit our website to see more http://www.smsmagazine.com.au/events. The SMSF Trustee Empowerment Day is an outstanding opportunity to learn and build your network with other like-minded trustees, so register now for Melbourne, Sydney and Brisbane at only $55 per person.
Views: 20390 selfmanagedsuper
Trustee Investing -- Investor Policy Statements
 
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Keith A. Davidson discusses using Investor Policy Statements when acting as a Trustee to document your investment decisions.
SEBI Notification on Mutual Fund Reforms (RBI Grade B)
 
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This video will give you all the details with respect to SEBI's recent notification on Mutual Fund reforms. This notification is very important for the RBI Grade B exam especially taking into account the fact that questions have been asked from Mutual Funds topic both in 2016 and 2017 Visit www.edutap.co.in to join our comprehensive courses on RBI Grade B. Email us at [email protected] or call us at 8146207241 for any query related to our course
Views: 4992 EduTap
what is Role of Sponsor in mutual  funds in india ?
 
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This video tells about Role of Sponsor in mutual funds
Views: 286 Investorsity
Financial Investment Services - SMSF Borrowing - Limited Recourse Loan
 
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One of the benefits of having a Self Managed Super Fund, or SMSF, is the ability to invest in a wide variety of assets. SMSFs are also able to borrowing money to purchase investments, which for some investors is especially attractive. There are, however, specific rules that govern borrowing by SMSFs and these must be followed. Let's take a look at the process of using borrowed funds to acquire an investment property. Once a suitable asset has been identified to purchase, the fund trustee needs to ensure that it can be acquired by the fund. The trustee should refer to the Fund's investment strategy, and if necessary, update the strategy before the asset is purchased. There are some assets SMSFs can't purchase, and so it makes sense to ensure the purchase of the asset won't breach these rules too. Once satisfied that the asset can be acquired, the trustee of the SMSF will need to arrange a loan. The type of loan that must be taken out is called a Limited Recourse loan and the finance can be provided by either a related party of the SMSF or a financial institution such as a bank. A Limited Recourse loan can only be used to purchase a single asset. If more than one asset is to be purchased there needs to be a loan in place for each asset. This is where things can get confusing, and it pays to make sure that you seek our advice, PRIOR to signing a contract to purchase. In order to buy the property a trust needs to be established. The trust purchases the asset for the benefit of the SMSF. The trust is recognised as the legal owner of the property, while the SMSF is the legal beneficiary of the property purchased. The SMSF remains responsible for all transactions including loan repayments, the receipt of investment income as well as all taxation liabilities arising from the property. A feature of the limited recourse loans is that if there is a default on the loan the lender's recourse is limited to the asset held by the trust. All other assets held by the SMSF, including money held in cash and/or shares, are not at risk. The borrowed funds may be used to repair or maintain the property, but the ATO places restrictions on alterations that 'significantly change or improve the value of' the asset. Improvements to the property can take place, but they must be paid for using cash held by the SMSF. The loan can be repaid from rental income, employer and/or personal super contributions, income earnt from other investments owned by the SMSF or by selling the property and repaying the outstanding debt. The rent and any capital gains are taxed at the standard superannuation or pension tax rates. Once the loan is repaid in full the SMSF has the right to take ownership of the property. It is essential to consult with us prior to buying a property with a SMSF, especially when borrowing money, as the financial penalties if you get it wrong can be significant.
CMSL CS EX. LECTURE 13(MUTUAL FUND,ASSET MANAGEMENT COMPANY,TRUSTEE,
 
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VISIT LECTUREDEKHO.COM FOR BEST VIDEO CLASSES OF TOP FACULTIES,SIGN UP TODAY FOR FREE CLASSES UPDATES.SUSCRIVE OUR CHANNEL,TNX GUYS.WHATSAPP 8285488836 FOR CLASSES DETAILS
Views: 1925 LectureDekho.com
Surplus Fund Secrets Coaching Call!
 
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It's so important to me to help people get started in Real Estate; for me personally I have been blessed with some of the results I have gotten from my short 4 years in Real Estate. For those of you that don't know me, I got started investing in Real Estate when I was only 16 years old...no my parents were not in Real Estate. My Dad is a welder, and my Mom is a stay at home Mother. I actually stumbled across Real Estate when I was so young because of a massive injury I had playing basketball; long story short soon after discovering my love for Real Estate I was off to the races. Within 6 months I had made my first paycheck wholesaling a house, I made almost nothing but it was success! Looking back I realize how much progress I was able to make because of the people I was able to meet at local events, but some of us aren't from Orange County California and I totally get that...and that's the point of this video! I'm going to show you: How I Make millions in Real Estate Real Estate Investing Investing in Real Estate How to Buy Real Estate without cash or credit Real Estate Agent Real Estate Investing 101 The Top 3 Real Estate Investing Strategies How to get started investing in Real Estate Several ways to buy real estate Why you need to buy real estate What its like being a Real Estate Investor Passive Income Passive Income without investment Real Estate Coach And much, much more! Sign up for our FREE Surplus Fund Secrets Webinar Here... https://www.surplusfundsecrets.com/ Check my IG here: https://www.instagram.com/spencerjvann/ Add me on Facebook: https://www.facebook.com/spencerjvann/
Views: 1569 Spencer J. Vann
Mutual Funds | Structure In India (Contd.) | Investment Options | Exchange Of Traded Funds | Part 3
 
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Strategic Financial Management : Chartered Accountancy; Mutual Funds | Structure In India (Contd.) | Investment Options | Exchange Of Traded Funds | Part 3; Topic Covered : 1. Structure Of Mutual Funds In India : 00:00:07 - 00:12:27 - The Components of Mutual Funds Scheme a. Sponsor b. Trustees; Eligibility for appointment c. Custodian; Role Of Custodian in Mutual Funds 2. Selection Of Mutual Funds For Investment : 00:12:27 - 00:22:16 -Past performance -Timing -Size of funds -Age of funds -Largest holding -Fund Manager -Expense ratio -PE Ratio -Portfolio Turnover 3. Signals For Exiting A Mutual Fund Scheme : 00:22:20 - 00:29:16 4. Investment Options In A Mutual Fund : 00:29:20 - 00:34:49 -Dividend Payout Option -Growth Option -Dividend Reinvestment Option -Bonus Option 5. Expenses Of A Mutual Fund : 00:34:49 - 00:40:18 6. Exchange Traded Funds [CA Final May'10 ; Nov'13] : 00:40:25 - * Exchange Traded Funds, i.e ETFs In India [Examples] -Gold ETF -Liquid ETF -Index ETF -International Index ETF * Exchange Traded Funds, i.e ETF v/s Open Ended Funds v/s Closed Ended Funds : 00:52:35 - 00:55:40 *Advantages and Disadvantages Of ETFs over MFs : 00:55:47 - 00:58:25 Video by Edupedia World (www.edupediaworld.com), Free Online Education; Download our App : https://goo.gl/1b6LBg Click here, https://www.youtube.com/playlist?list=PLJumA3phskPGZ7QPDmzNYr-fJDi5BjW6x for more videos on Strategic Financial Management; All Rights Reserved.
Views: 1529 Edupedia World
Self Managed Super Fund Trustee Rockhampton Professional Advice Call 07 4922 6128
 
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http://www.businesswise.com.au/self-managed-super-funds-smsf/ Self Managed Super Fund Trustee Rockhampton Professional Advice Call 07 4922 6128 Self Managed Super Fund Trustee Rockhampton Self-managed super funds (SMSFs) provide a way of saving for your retirement. The difference between an SMSF and other types of funds is that the members of a SMSF are typically also the trustees - meaning that the members of the fund run it for their own benefit, but are also responsible for all investment decisions and the associated risks, as well as meeting the relevant super and tax laws. As a trustee you are responsible for running the fund and acting in the best interests of the members. You will need to manage the fund and all its assets separately from your own assets, and may be personally liable to pay a fee or penalty if you don't adhere to the laws that apply to SMSF's. You also won't have access to some of the legal protection that is available to members of other types of superannuation funds. There are of course a number of (often significant benefits): • If you have strong skills in financial, investment or legal sectors, then you may have the ability to produce a higher rate of return than a generic fund. • SMSFs may be entitled to significant tax concessions - the two major ones being through franking credits which permit funds to avoid paying tax on the dividends they get from listed companies; and concessions for taxpayers whose super funds are funding their pension income. • If you have your own business and own the property from which you're business operate, then you could think about changing the ownership of that property from yourself to your superannuation fund. This could permit you to claim a tax deduction in your business for your rent, and it would be assessed at only 15 per cent tax within the fund – which is likely to be a better tax rate than that at which you claim the tax deduction. You must be prepared to research and monitor your superannuatino investments closely if you want to manage them yourself. Superannuation is your investment for your retirement, so don't rush in - it's a major financial decision and you need to have sufficient time and skills to do it (or be prepared to engage professional support). If you are not convinced that you can do better yourself than in a traditional fund, it may be best using another type of fund to provide for your retirement. In any case you should consider seeking professional advice. www.businesswise.com.au http://gravidtv.se/?attachment_id=1 SELF MANAGED SUPER FUND TRUSTEE ROCKHAMPTON : 00:00:05 Self Managed Super Fund Trustee Rockhampton 00:00:12 Financial Planning Rockhampton 00:00:20 Rockhampton SMSF Accountant 00:00:28 Use SMSF to invest in property Rockhampton 00:00:36 Business Consultant Rockhampton
Views: 16 Joel David
Self Managed Super Fund Trustee Rockhampton Professional Advice Call 07 4922 6128
 
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http://www.businesswise.com.au/ato-smsf-contraventions/ Self Managed Super Fund Trustee Rockhampton Professional Advice Call 07 4922 6128 Self Managed Super Fund Trustee Rockhampton Self-managed super funds (SMSFs) provide a way of saving for your retirement. The difference between an SMSF and other types of funds is that the members of a SMSF are typically also the trustees - meaning that the members of the fund run it for their own gain, but are responsible for all investment decisions and the associated risks, as well as meeting the applicable super and tax laws. As a trustee you will be responsible for operating the fund and acting in the best interests of the members. You will be required to manage the fund and all the assets separately from your own assets, and may be personally liable to pay an administrative penalty if you don't follow the laws that apply to SMSF's. You also don't have access to some of the legal protection that is available to members of other types of superannuation funds. There are of course a number of (often significant benefits): • If you have strong skills in financial, investment or legal sectors, then you may have the ability to produce a better rate of return than a generic fund. • SMSFs receive significant tax concessions - the two major ones being through franking credits which allow funds to avoid paying tax on the dividends they get from listed companies; and exemptions for taxpayers whose super funds are funding their pension income. • If you run your own business and own the property from which you're business operate, then you might consider changing the ownership of that property from yourself to your superannuation fund. This could allow you to claim a tax deduction in your business for your rent, and it would be assessed at only 15% tax within the SMSF – most likely to be a better tax rate than that at which you claim the tax deduction. You must be prepared to research and monitor your superannuatino investments regularly if you want to manage them yourself. Superannuation is your investment for your retirement, so don't rush in - it's a major financial decision and you need to have the time and skills to undertake it (or at least be prepared to engage suitable advisors). If you're not convinced that you can get a better result yourself than in a traditional fund, it may be best using another type of fund to invest for your retirement. Either way you should consider obtaining professional advice. www.businesswise.com.au http://youtu.be/lAh4XxGUf9c http://gravidtv.se/wedding-video-brisbane/wedding-video-brisbane-2/ SELF MANAGED SUPER FUND TRUSTEE ROCKHAMPTON : 00:00:05 Self Managed Super Fund Trustee Rockhampton 00:00:14 Financial Planning Rockhampton 00:00:23 Rockhampton SMSF Accountant 00:00:32 Use SMSF to invest in property Rockhampton 00:00:41 Business Consultant Rockhampton
Views: 3 Joel David
Trustee of VS Hospital Oppose AMC Budget for financial year 2018-19
 
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Trustee of VS Hospital Oppose AMC Budget for financial year 2018-19
Views: 4 Gujarat Headline
SBI Mutual Fund | Abhenav Khettry - Vyana Wealth Management | #DiwaliSIPWali
 
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Watch Abhenav Khettry - Vyana Wealth Management, sharing his view on how Systematic Investment Plan (SIP) can help achieve your financial goals. #DiwaliSIPWali. Know More on SIP: http://bit.ly/25WzFov Disclaimer: http://bit.ly/2e62zwo Disclaimer: All information contained here is only for informational purpose. All images used and opinions expressed here is author’s own opinion and doesnot reflect the views of SBI Mutual Fund (SBIMF) / SBI Funds Management Pvt. Ltd. (SBIFMPL)/ SBI Mutual Fund Trustee Company Pvt. Ltd. (SBITCPL) and its sponsor/ associate is not responsible for any opinion expressed herein.Mutual Fund investments are subject to market risks, read all scheme related document carefully. Know More on SIP: http://bit.ly/25WzFov
Views: 376 SBI Mutual Fund
In Focus: BPI Short Term Fund
 
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A closer look at BPI Short Term Fund's investment strategy straight from BPI Asset Management and Trust Corporation's Head of Fixed Income Investments, Vice-President Luis Antonio Zialcita. To know more about the fund, you may get in touch with our Investment Counselors through: Telephone No.: 816-9095, 975-6446, 211-1404 Email: [email protected] Website: www.bpiassetmanagement.com _________________________________________________________________ All funds/products managed by BPI Asset Management and Trust Corporation are Trust and/or Investment Management Funds. These are NOT DEPOSIT products and are not an obligation of, or guaranteed, or insured by BPI Asset Management and Trust Corporation and are not insured by the Philippine Deposit Insurance Corporation (PDIC). Due to the nature of the investments, yield and potential yields cannot be guaranteed. Any income or loss arising from market fluctuations and price violatility of the securities held by the Fund, even if invested in government securities, is for the account of the investor. As such, units of participation of the trustor in the Fund, when redeemed, may be worth more or purposes and is not a guarantee of future results. The Trustee is not liable for losses, unless upon willful default, evident bad faith or gross negligence. Trustors are advised to read the Declaration of Trust, which may be obtained from the office of the Trustee, before deciding to invest. This material, which is strictly for information purposes only, is for your sole use, does not constitute a recommendation or an offer to sell or a solicitation to buy any financial product. Any information is subject to change without notice and BPI Asset Management and Trust Corporation is no under any obligation to update or keep current the information contained herein. You are advised to make your own independent judgment with respect to the matter contained in this document. No liability whatsoever is accepted for any loss that may arise (whether direct or consequential) from any use of the information contained herein. BPI Asset Management and Trust Corporation (BPI AMTC) is a subsidiary of the Bank of the Philippine Islands. For any inquiries and complaints relating to our services and products you may call our hotline: 89-100, send an email to [email protected] or write a letter addressed to BPI Asset Management and Trust Corporation - Consumer Protection, 17F, BPI Building, Ayala Ave. cor. Paseo De Roxas, Makati City, 1226. BPI AMTC as Trustee / Investment Manager is regulated by the Bangko Sentral ng Pilipinas (BSP) with telephone number (632) 708-7087 and e-mail address: [email protected] To know your rights under BSP Circular No. 857 (Regulations on Financial Consumer Protection), please access a copy at our website here.
INTALEKT FUND MANAGER
 
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A web based fund Management Solution suite with Investments portfolio mgt, Mutual Funds and Pensions(Trustee & Fund Manager) and built in sms and email notifications
Views: 34 finxl gh
SBI Mutual Fund | Ashish Modani - SLA Financial Solutions | #DiwaliSIPWali
 
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Ashish Modani - SLA Financial Solutions, shares his views on making this #DiwaliSIPWali. Make Systematic Investment Plan (SIP) your priority this Diwali! Everyday is Diwali when you do a SIP. #DiwaliSIPWali. We asked some of our Partners for their take on #DiwaliSIPWali. Disclaimer: All information contained here is only for informational purpose. All images used and opinions expressed here is author’s own opinion and doesnot reflect the views of SBI Mutual Fund (SBIMF) / SBI Funds Management Pvt. Ltd. (SBIFMPL)/ SBI Mutual Fund Trustee Company Pvt. Ltd. (SBITCPL) and its sponsor/ associate is not responsible for any opinion expressed herein.Mutual Fund investments are subject to market risks, read all scheme related document carefully. Know More on SIP: http://bit.ly/25WzFov
Views: 551 SBI Mutual Fund
Diverse Retirement Solutions introducing the Self Trustee Retirement Investment Plan (STRIP Plan)
 
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Tony Spandrio and Chris Tanner with Diverse Retirement Solutions discuss rollovers and trustee to trustee transfers
Jim Hedges: With expertise and hedge fund investment acumen to outsized & risk controlled returns...
 
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James R. (“Jim”) Hedges, IV was one of the early leaders in the hedge fund and alternative investments industry, and is the author of Hedges on Hedge Funds. He was the Founder, President, and Chief Investment Officer of LJH Global Investments, LLC, an alternative investment advisory firm which he founded in 1992 and sold in 2010. Named as one of “The Top 100 Collectors in America”, Hedges has also been an active art collector and patron for over 20 years and is recognized as the top global collector of Warhol Photography. In this Opalesque.TV BACKSTAGE video, Hedges discusses with Opalesque’s Matthias Knab how in his art investment and advisory work he is able to achieve risk-controlled and superior returns from art by applying his professional investment acumen and sound, proven investment principles. Similar to the hedge fund industry in the 1990’s the art world today is intransparent, relationship-driven and riddled with pitfalls, but also offers opportunities for “huge outsized returns” for investors when done right. Hear Hedges talk about: * What’s the art market today? What is the “investible universe” in art? The role of the time horizon * What’s often wrong with art funds? Hidden conflicts of interest & Fee traps * Minimum investments and diversification in art investing. How to build art portfolios * Jim Hedges’ 2nd gen art fund: Using Data Analytics to better understand the value of artwork. An opportunity for Machine Learning in evaluating art * How Hedges became the world’s top collector of Andy Warhol photography * Hedge’s proven “multi-strategy” process for art investments — why the art world can’t burn a seasoned hedge fund investor: - Investing in art through “equity” but also debt & art loans - Investing in “distressed” art assets at highly favorable valuations - Relative value across artists but also within a body of work of the same artist - How contrarian views help in finding undervalued art - Identifying and benefitting from momentum in art prices Jim Hedges was also featured in Opalesque’s October 2018 issue of HORIZONS: Family Office & Investor Magazine — “Collecting Warhol: From Curiosity to the Depths of Obsession” which can be downloaded here: https://www.opalesque.com/archive-horizons.html Hedges has been an active art collector and patron for over 20 years. With a specialized focus on photography by Andy Warhol, Jim has acquired and placed more Warhol photography than any other collector, private dealer or gallery in the world. Jim has served on The Drawings Acquisition Committee at the Museum of Modern Art, as a National Council Chair for the Aspen Art Museum, a member of the National Committee of The Anderson Ranch, a Director of The Aspen Institute’s Arts Panel, as a Trustee for The Drawing Center, a Founder of The American Friends of the Tate Gallery, a Founder of The Aspen Conversations, a Trustee of The DIA Foundation, a Trustee of ArtPace, and member of the National Committee for the Whitney Museum of American Art. He is also a former Director of The National Public Radio Foundation (NPR). Hedges has also assisted in the publishing of artist monographs including Sigmar Polke, Robert Mangold, Sol LeWitt, Ed Ruscha and numerous others. Hedges has supported artist’s retrospectives including Roni Horn at The Whitney Museum of American Art and Sol Lewitt, at the same venue. Support has also been provided to Carl Andre and Sol Lewitt exhibits at The Aspen Institute. Hedges has also made donations of numerous artworks to major institutions such as The Whitney Museum of American Art, The Museum of Modern Art, The Menil Collection, The Dia Foundation, The Tate Modern, The Hunter Museum of American Art, The Baylor School, and Girls Preparatory School. In 2016, Hedges made a gift to The Archive of American Art at The Smithsonian of “The Jimmy Hedges Papers on Outsider Art,” the largest collection of curatorial research materials on Outsider Artists. The Archive will serve as a permanent resource for students, curators and collectors of Outsider, Self-Taught and Folk artists. Hedges’ activities in the art world led Art and Antiques magazine to name Mr. Hedges as one of “The Top 100 Collectors in America.” He also served as President of The Hedges Family Charitable Foundation. Hedges Projects has also published numerous editions with artists in Andy Warhol’s inner circle including Christopher Makos and Sam Bolton.
Views: 493 OpalesqueTV
RESTRICTIONS ON INVESTMENT BY MUTUAL FUNDS & MORTGAGE BACKED SECURITIES / CS EXECUTIVE / CMSL
 
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VIDEOS HAS BEEN SHIFTED TO ANOTHER CHANNEL:- CLICK HERE TO SUBSCRIBE:- https://www.youtube.com/channel/UCb0BfxXbvey1uYCcpGqRMnw Follow ANKIT GIRI on :- Instagram :- https://www.instagram.com/AnkitDjKiller/ Facebook :- https://www.facebook.com/AnkitDjKiller/ Twitter :- https://twitter.com/AnkitDjKiller/ Sound Cloud:- https://soundcloud.com/ankitdjkiller
Views: 217 ANKIT GIRI
Jackpot #Stock #INVESTMENT OF SHORT TERM @Axisbank
 
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Axisbank Stock Price Level Looking Very Good Technically Near Rounding Top Breakout Price Arround Still Resistance Move Up Good Volume In Stock reversal From Major Support My Expact Price Move Up Time Fram 3 To 6 Month. Jackpot #Stock #INVESTMENT OF SHORT TERM @Axisbank #Disclimer :- Make Own Research Before Take Action. Join Telegram :- https://t.me/NseDerivativeDesk whatspp :- +917440557654 https://www.youtube.com/channel/UCiVj... #Nse #Derivative #Desk #youtube #HOW #STOCK #cnvc #bussiness Axis Bank is the third largest private sector bank in India. The Bank operates in four segments, namely treasury, retail banking, corporate/ wholesale banking and other banking business. Axis Bank was incorporated in the year 1993 with the name UTI Bank Ltd. Axis Bank is one of the first new generation private sector banks to have begun operations in 1994. The bank was promoted in 1993, jointly by Specified Undertaking of Unit Trust of India (SUUTI) (then known as Unit Trust of India), Life Insurance Corporation of India (LIC), General Insurance Corporation of India (GIC), National Insurance Company Ltd., The New India Assurance Company Ltd., The Oriental Insurance Company Ltd. and United India Insurance Company Ltd. The treasury operations include investments in sovereign and corporate debt, equity and mutual funds, trading operations, derivative trading and foreign exchange operations on the account, and for customers and central funding. Retail banking includes lending to individuals/small businesses subject to the orientation, product and granularity criterion. It also includes liability products, card services, Internet banking, automated teller machines (ATM) services, depository, financial advisory services, and non resident Indian (NRI) services. The corporate/wholesale banking segment includes corporate relationships not included under retail banking, corporate advisory services, placements and syndication, management of publics issue, project appraisals, capital market related services, and cash management services. The Banks registered office is located at Ahmedabad and their Central Office is located at Mumbai. With 3,485 domestic branches (including extension counters) and 14,332 ATMs across the country as on 30 September 2017, the network of Axis Bank spreads across 2,033 cities and towns, enabling the bank to reach out to a large cross-section of customers with an array of products and services. The bank also has nine overseas offices with branches at Singapore, Hong Kong, Dubai (at the DIFC), Shanghai and Colombo; representative offices at Dubai, Abu Dhabi and Dhaka and an overseas subsidiary at London, UK.The Bank has five wholly-owned subsidiaries namely Axis Securities and Sales Ltd, Axis Private Equity Ltd, Axis Trustee Services Ltd, Axis Asset Management Company Ltd and Axis Mutual Fund Trustee Ltd Augmentation of equity share capital would enhance the bank’s ability to absorb large write-downs on distressed asset exposures. Revenue and operating profit should see stronger growth of 19% and 20% CAGR respectively over FY19-20E. It is expected to register 17% loan book CAGR over FY18-20E on account of strong retail segment growth. The bank's focus on high rated corporate accounts and reduction in watchlist (1.8% of advances) to strengthen its asset quality. Credit costs to remain elevated in 1HFY19E and normalize in 2HFY19E are likely to decline in FY20E, driving significant improvement in profitability. We expect recovery in ROA and ROE of 90bps to 1.4% and 970bps to 15.4% respectively over FY18-20E. The bank’s NII to post 21.7% CAGR over FY18-20E and NIM to stabilize at 3.6% by FY20E. The stock is currently trading at 1.89x FY20E P/BV. Axis Bank’s loan mix as of Q1FY19 consisted of corporate, retail segment and SMEs contributing ~39%, ~48% and ~13% respectively. For Q1FY19, Axis Bank’s loan book stood at ~Rs4.4 lakh cr; GNPA was at 6.52%; NNPA was at 3.09%; net interest margin was 3.46% and capital adequacy ratio was at 16.71%.
Views: 285 Nse Derivative Desk
Company as Trustee of Self Managed Super Fund
 
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Build legal documents on a law firm's website. Only a law firm provides: legal advice, we help you answer the questions, a letter on our law firm's letterhead with the document, legal professional privilege, law firms PI insurance, a sample of the document with explanatory notes and a 100% money back guarantee on every document you build. Top 20 documents built by accountants and financial advisers last financial year 1. Self-Managed Super Fund Deed – fully permissive - $150 2. Family Discretionary Trust – protects and hides your assets - $295 3. Family Trust – Appointor, Trustee & Deed Update – make all changes at once - $495 4. Family Trust – Appointor Update - even if Appointors dead – no resettlement -$330 5. Company Registration – every ASIC application checked by our lawyers -$649 6. Employment Contract – never needs updating, compliant with all Awards -$75 7. Independent Contractor Agreement – avoids PSI -$220 8. Partnership Agreement – allows for ‘Bag man’ distributions -$210 9. 3-G Testamentary Trusts – Super Trusts to wash out 32% non-dependency tax -$660 10. Contractual Will Agreement – stop 2nd wives stealing money -$220 11. Remove Public Trustee as Executors - Codicil to change Executor in your Will -$77 12. Enduring and Medical Power of Attorney – keep control of your clients -$88 13. SMSF Trustee, Member & Deed Update – even when Trustee is dead -$305 14. Loan Agreement – parent to child, ATO & Family Court compliant -$99 15. Unit Trust – with pre-emptive rights, also fixed for NSW from -$330 16. Unitholders’ Agreement – protect yourself from litigation -$440 17. Bare Trusts – ‘Death bed declaration’, ‘Secretly buy’ or ‘Hide assets you own’ from -$349 18. Deed of Debt Forgiveness – including unpaid present entitlements in Family Trusts -$110 19. Division 7A Loan Deed – revolving; never needs updating -$44 20. Demand Letter on our law firm’s letterhead & Writ from -$55
Norm Silberdick for Trustee of Trust Fund & Hampton School Board
 
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Norman Silberdick is a candidate for Trustee of the Hampton NH Trust Funds AND also the 1-Year Position on the Hampton School Board. These comments were recorded at the March 7 Jefferson-Jackson Celebration of the Hampton Democrats
Views: 165 HamptonDems
Equity & Trusts - Breach of Trust
 
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There are essentially two types of remedy available in this area: *in personam (against the person for breach of a duty of care etc.) *in rem (against the property, normally when you are trying to get it back) There also happen to be two types of breach: *where the trustee has done something they are not allowed to *where the trustee does something they are allowed to but does so in a negligent manner In the first type of breach it is possible to get a remedy by considering this a falsifying of the account. In other words the money taken by the trustee is considered to be their own money and they then have to reimburse the trust (Nocton v Lord Ashburton [1914]) Where the breach is one of negligence it is more appropriate to think about the idea of surcharging the account. This is where the trustee makes up the difference that has been caused by their negligence as seen in Target Holdings v Redferns [1996] If a trustee has made a profit from their office then this can create a personal remedy but is more likely to be considered by the court as establishing a constructive trust in relation to the profits (Keech v Sandford (1726); Boardman v Phipps [1967]) If a third party receives trust property that they should not have got then they must return it if: *they received it as a gift (equity will not assist a volunteer) *they had knowledge which makes it unconscionable for them to retain the benefit; Nourse LJ in Bank of Credit and Commerce International (Overseas) Ltd v Akindele [2001]; (suspicion is not enough – Abou-Rahmah v Abacha [2006]) A person who assists a breach may be liable to account for any profits They can also be liable in equity if they are dishonest The test for dishonesty traditionally comes from Twinsectra Ltd v Yardley [2002]: D was dishonest by reasonable standards and realised that by those standards the conduct was dishonest However Barlow Clowes Intl Ltd v Eurotrust Intl Ltd [2006] suggests a more objective standard: The test is an objective one but can take into account subjective factors such as the experience and intelligence of the defendant Injunctions can be used in certain circumstances such as where a breach is anticipated When it comes to tracing you follow the property and the person who ends up with it is considered to be a constructive trustee However this is not automatic and in fact the right is rather limited in its scope E.g. If funds are mixed and the person goes bankrupt then they are lost There are four preliminary requirements for tracing: *Existence of a fiduciary relationship *Existence of an equitable proprietary interest *Tracing itself would not be inequitable; Re Diplock (1948) *The property must be in a form in which it can be traced; Bishopsgate Investment Management v Homan [1995] The first rule is that when money is withdrawn from an account, the trustee is presumed to be spending her own money first; Re Hallett’s Estate (1880) Beyond that amount the money is presumed to be from the trust itself Later repayments to the account are not repayments to the trust unless that is explicitly stated; Roscoe v Winder [1915] If a mixed fund is used to purchase property then the beneficiaries have first charge over this property; Re Oatway (1903) If the property increases in value they can take their portion If the property decreases in value they can take the original sum that was invested Foskett v McKeown [2001] Finally where money is mixed into an account from two trusts then tracing operates on a principle of ‘first in, first out’ (Clayton's Case (1816); Barlow Clowes Intl v Vaughan [1992]) Other points to consider when dealing with breaches of trust include: A trustee may be able to avoid liability; Armitage v Nurse [1997] If a beneficiary contributes to a breach of trust then their interest may be held back by the court to compensate other beneficiaries A beneficiary who consents to a breach cannot then sue after the fact
Views: 529 marcuscleaver

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