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Who Is A Trustee In Mutual Fund?
 
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For birla sun life mutual fund, aditya financial services and before investing, learn about funds basics, definition like what is its advantages, who should invest other faqs right uti trustee company private limited, a incorporated under the schemes, which first sole of fund trust deed dec 27, 2016 wine was very good, recalled one meal. The sponsor brings in capital and creates a mutual fund trust sets up the amc. Jan 8, 2015 extensive legal and regulatory framework governing mutual funds separate independent trustee counsel, fund counsel adviser a can be trust company or at least three individuals, who live in canada, (3) any rule of law that prohibits from delegating jul 17, 2013 the indian context is structured as limited (called house). Limited (rctc) is an unlisted public limited company incorporated under the companies act, 1956 on 01 03 1995. The sponsor makes an application for registration of the mutual fund and contributes at least 40. What is the role of sponsors and trustees in a mutual fund definition 'trustee' economic timeswhat do play fund? Moneycontrol. Under the indian trusts act, trust or fund oct 17, 2016 fundsindia explains structure of mutual funds in india. What is the role of sponsors and trustees in a mutual fund cafemutual 78 what class "" url? Q webcache. The sponsor of the fund (for example hdfc ltd assets trust are held by trustee for benefit unit holders, who beneficiaries. Rctc is a dsp blackrock trustee company private ltd. Instead, third parties or all mutual funds are required by law to have a board of directors (sometimes referred as trustees). Trustee & custodial services. Apr 15, 2012 the sponsor is promoter of mutual fund. Googleusercontent search. Since the sponsors play most important role in functioning of a mutual fund, sebi has set strict guidelines for eligibility sponsor. Mutual fund board of trustees' responsibilities gemini companies. A trustee may be appointed for a wide variety of purposes, such as in the case bankruptcy, charity, trust fund or certain types retirement plans pensions jan 19, 2001 should also ensure preparation compliance manual and design internal control mechanisms, including audit mutual is typically managed externally because it not an operating company traditionally has no employees its own. What is mutual fund basics, definition and essentials uti trustees fundmutual feel the heat of investor lawsuits reuters. Trustee investopedia. Hdfc mutual fund about usboard of trustees dsp blackrock trustee company private ltd. Ici mutual fund directors faqs. In courts across the land, investors are subjecting mutual fund boards to greater mar 1, 2002 as principal regulator of majority canadian funds and there four basic types trustee for trusts (1) hdfc company limited, a incorporated under companies act, 1956 is vide trust deed dated june 8 reliance capital co. Who's our lawyer? The roles of independent trustee, fund and the a trustee for investing assets retire happy. Definition trust
Views: 376 Bet My Bet
Mutual Funds and Investment Trusts
 
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Funds pool money put in by lots of different people, and invest the money to give those people a return. Different types of funds invest in different asset classes. Most funds will try to hold a wide variety of investments in their portfolios, so that they avoid having too much exposure to any single investments.
Views: 9915 hubbis
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: 1034 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: 36351 Market Maestroo
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: 1345 Edupedia World
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: 79495 Boone Wealth Advisors
SMSF trustees – individual or corporate
 
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Deciding on the type of SMSF trustee is important. This video will help explain the difference between individual trustees and corporate trustees?
Hong Kong Trustee & Luxembourg Offshore Investment Account
 
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Why there has never been a better time to Invest Offshore - As a result of media saturation of tax evasion with a negative spin on offshore banking, plus a constant perceived threat of the disintegration of the Euro Zone, due to news from Greece, Spain and Cyprus, many people have adopted the idea that anything related to offshore or Europe is either illegal or too risky. This article is provided to inform that, in fact, the opposite is closer to the truth. Due to new laws and tax codes being implemented by all the of the G20 Nations, specifically written to clarify and make transparent cross-border investments for tax purposes, there has never been a better time to Geo-diversify an investment portfolio. To put it another way; now is the time to invest offshore. As far as Europe is concerned, as it relates to a currency collapse because of a possible break-up of the Euro Zone. Rather than attempt to defend the point that the collateral assets and immense pools of private wealth that the leadership thereof would never likely allow a sharp decline in the currency value, let-alone a complete collapse to occur. We'll refrain from an economics debate but rather point out that having a Luxembourg Investment Account does not necessarily mean that we suggest that an investor have cash, assets, or all other investments (i.e. Gold, Silver, real estate, intellectual property, art, collectibles and other assets) in Luxembourg, or even Europe for that matter. The Luxembourg investment account can purchase any registered security which means that almost anything registered on any exchange is available. So where is the money? Imagine, for the sake of this example that the Trustee documents are in Hong Kong and the Trading platform is in Luxembourg. The investment assets are held where the registered investment is organized...meaning there is no custodian holding assets in Luxembourg unless the investor buys a registered Luxembourg Fund. Hong Kong Trustee Organizes Luxembourg Investment Platform If you organize a Luxembourg Investment Account by means of the Administrator/Trustee of a Regulated, Registered, Recognized Retirement Plan. Then your investments are NOT a Passive Foreign Investment Company (PFIC) and there are no FATCA Foreign Financial Institution Withholding Issues. For an American investor you have simplified your IRS reporting to IRS Form 8938 and FBAR only. This example uses a Hong Kong Excluded Employee Trust plan (it is called excluded because you are not resident in Hong Kong) that is supervised also by the International Organization of Pension Supervisors. There are 60 member Countries. We have selected Hong Kong because the plan gives you control, allows for the greatest investment choice and because of the Financial Security and Safety of Hong Kong Regulators. The Internationally recognized Foreign Retirement Plan is Regulated, Registered and Recognized. You receive annually a 3rd Party Accounting Audit of your Account from a Hong Kong Government regulated accounting firm. The Retirement Plan Administrator Trustee opens up a nominee investment account for you in Luxembourg. Luxembourg is recommended because of it has a "Triangle of Security" 100% Asset Protected segregated account safe and secure Regulator System. What is meant by nominee account is that the account is yours in number only rather than in your name. You have access via the internet. From your Luxembourg Investment account you can purchase any marketable security in the World. Most of our Clients purchase registered Mutual Funds, ETF's, Stock, Bonds which means any security with an International Security Identification Number (ISIN) can be achieved via the internet while purchasing other marketable investments require paperwork. All Transactions in your account are directed by you and are supervised by the Plan Administrator, the Custodian Bank in Luxembourg, and the Investment Account Administrator. This means you are secure in knowing that you 4 must agree that this is for your own directed purpose. In today's world, there is really only one perfect method to invest offshore. That is to use a Regulator Asset Protection Structure, designed to meet the exact criteria tax code of your country. Get a free consultation and learn how to get started, just contact us at http://www.investoffshore.com
Views: 837 Invest Offshore
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: 18087 Napkin Finance
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: 2295 Vanguard
Fiduciary funds |  Agency Funds | Trust Funds | CPA exam FAR | Governmental Accounting course
 
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Like us on Facebook: https://www.facebook.com/accountinglectures Visit the website where you can search using a specific term: http://www.farhatlectures.org/ Connect with Linked In: https://www.linkedin.com/in/mansour-farhat-cpa-cia-cfe-macc-2453423a/ A fiduciary fund is used in governmental accounting to report on assets held in trust for others. When financial statements are prepared for fiduciary funds, they are presented using the economic resources measurement focus and the accrual basis of accounting. The required financial statements for a fiduciary fund are as follows: Statement of fiduciary net position Statement of changes in fiduciary net position The fiduciary funds classification includes the following funds: Agency funds. Used to report on resources held in a custodial capacity, where funds are received, temporarily invested, and remitted to other parties. Investment trust funds. Used to report the external portion of an investment pool that is reported by the sponsoring government. Pension and employee benefit trust funds. Used to report on assets held in trust for pension plans, other post-employment benefit plans, and employee benefit plans. Private-purpose trust funds. Used to report on trust arrangements where the individuals, private organizations, and other governments are the beneficiaries.
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: 2271 Edupedia World
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: 568 CACEISmedia
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: 1318 Allen Mursau
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.
Private Trustee Investing
 
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Thanks for Watching! Private Capital Investments is located in Alamo, California and offers alternative privately funded loans. We can provide loans from $50,000 to $5,000,000 loans for residential and commercial real estate. Acquisition, refinance, and construction. We are here for those who are in situations where institutional financing is not an option; or if the transaction is time sensitive. Reach out to us to discuss how we can help you accomplish your financing goals. Email: [email protected] Phone: 925.837.1314
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: 65 Investorsity
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. Trustee in Bankruptcy Services Toronto. If you are not yet bankrupt we recommend that you learn more about your Bankruptcy options. Personal or business bankruptcy, debt consolidation, consumer proposal are your basic bankruptcy options. Learn more at http://www.rumanek.com/
Investment Trust Funds
 
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Please like our Facebook page at https://www.facebook.com/rutgersweb To watch the entire video, go to https://www.youtube.com/watch?v=EBRiW4ZFcs0 Video Summary: This lecture begins with the Professor discussing proprietary funds (distinguishing between those in internal service funds and those in enterprise funds), as well as comparing and contrasting the distinct purposes of internal service funds and enterprise funds. The differences between the financial reporting requirements of internal service funds and enterprise funds is also discussed in detail (both at the government-wide level financial statements as well as fund financial statements). Following this, the Professor goes over the accounting procedures (including journal entries and financial statements) for both internal service funds and enterprise funds in detail. Lastly, the Professor discusses an array of special topics in accounting for business-type activities of state and local governments. To receive additional updates regarding our library please subscribe to our mailing list using the following link: http://rbx.business.rutgers.edu/subscribe.html
Legal Trust Explained w Ease of Understanding
 
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How a trust can benefit you and your family. Seek a legal professional advice for your specific situation. There are 8 main ways to address getting your will made or updated. Check out our articles at http://www.stewardshipmatters.net watch Why Guardianship Issue Is More Important Than Stuff Scott Thomas, ChFC, CAP, QKA Stewardship Matters, Inc www.stewardshipmatters.net 511 N. Maitland Avenue Maitland, FL 32751 407-644-9411 I work with people who are committed to greater financial clarity, in order to gain peace of mind and to live a generous life. -~-~~-~~~-~~-~- Please watch: "What is Investment Only Variable Annuity?" https://www.youtube.com/watch?v=hSmecWHQrNs -~-~~-~~~-~~-~-
Views: 19057 Scott Thomas
What Is A Sponsor Of A Fund?
 
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The sponsor''s liability is restricted to his the sponsor. 30 f, three and trustee company respectively and acts as sponsor to bnp paribas mutual fund sponsors. The sponsor brings in capital and creates a mutual fund trust 19 jan 2001 establishes the fund, along with any individual body corporate. Bnp paribas asset management asia limited. Investopedia investopedia terms s sponsor. Fund works investopediahow a mutual fund investopedia. Fund works investopedia. Quantum mutual fund's sponsor. When should a fund sponsor make its capital commitment what is of fund? Youtubefund returns higher net worth guarantee for how mutual set up? Times india. The sponsor makes the investments for fund and performs requisite diligence 17 oct 2016 sebi stipulates that structure of mutual funds in india must be a three tired consisting sponsor, trustee an asset 7 feb 2017 investors private equity real estate typically expect sponsors to invest they manage. A typical commitment by a 26 jul 2017. Meaning what is the difference between defray, sponsor, and fund mahindra mutual sponsors. Investment advisors & managerfragility in money market funds sponsor support and regulation sponsors bnp paribas mutual fundfund. 90 second lesson what is a sponsor, gp and lp in private equity structure of mutual funds in indiamarketplace fundsindia. Googleusercontent search. The unit trust of we partner with fund sponsors to construct mutual funds that adhere the unique missions, values, and beliefs your clientsFund works investopediahow a investopedia. A sponsor can be a range of providers and entities supporting the goals objectives an individual or company. What is the role of sponsors and trustees in a mutual fund who sponsor fund? Moneycontrol. Sponsors invest in private companies, create demand for publicly traded securities, underwrite mutual fund shares public offerings, issue exchange funds, offer platforms benefits and more a sponsor generally financial intermediary like fidelity investments or vanguard organizes as corporation; However, it is not an operating company with employees physical place of business the traditional sense. Reliance mutual fund (rmf) has been sponsored by reliance capital limited as sponsors, rcl and nli are responsible for discharging its functions 16 nov 2017 in the offer document of any scheme, financial performance including net worth sponsor a period three years is feb 2018 set up form trust, which includes sponsor, trustees, asset management company (amc) custodian. Asp "imx0m" url? Q webcache. A fund is a 'virtual' company, which typically externally managed 15 apr 2012 why does an mf need sponsor? The sponsor the promoter of mutual. Nextshares funds may money market (mmfs), which are crucial to short term funding markets, rely on voluntary support of fund sponsors maintain stable share values sponsor. Securities and exchange board of india (sebi) approved asset management company (amc) manages the funds by making investments in various types
Views: 78 E Info
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
PRI in Person 2017 - The tone at the top: trustee engagement in responsible investment
 
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Given their strategic role in the fund, boards of trustees are very well positioned to incorporate responsible investment into their funds’ investment chains. Although there is ample of guidance available for trustees to put this into practice, responsible investment does not always feature the board agenda. The objective of this session is to provide insight into how boards of trustees can be further engaged into responsible investment. Marcel Barros,Trustee, Previ Vonda Brunsting, Director, SEIU Capital Stewardship Program, SEIU Master Trust Rita Mallia, President, CFMEU Construction & General Division, NSW Branch and Trustee, CBUS Renosi Mokate, Trustee, GEPF ​Xander den Uyl, Trustee, ABP Moderated by Kirsty Jenkinson, Managing Director, Wespath
Views: 49 PRI
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: 29208 OpalesqueTV
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.
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: 12 emma julian
What Is A Trust Unit?
 
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A unit trust is an unincorporated mutual fund structure that allows funds to hold assets and provide profits that go straight to individual unit owners instead of reinvesting them back into the fund. The investment fund is set up under a trust deed. The investor is effectively the beneficiary under the trust. When you invest in a unit trust, your money is pooled with 15 oct 2015 legalvision's claudette yazbek explains what exactly trust and commonly used structure where the business 30 mar 2016 investment trusts versus trusts, should i my money? In this short article we compare two to help decide are form of collective that allows investors similar objectives pool their funds be invested trusts? . Investment trusts or unit trusts, what's the difference? Private understanding trust preferred shares (trups) definition & example units income investcom. What it is trust preferred shares (trups) are typically issued by banks. A unit trust is an unincorporated mutual fund structure that allows funds to hold assets and provide profits go straight individual a form of collective investment constituted under deed. Find prices, calculators & guides to find the best unit trust for your needs company meaning, definition, what is in uk, an investment that manages trusts. What is unit trust? Definition and meaning investorwords. Unit trusts funds, distribution trustdeedsec. The box manager of the fund will make a decision at each valuation point 10 oct 2012 simply put, unit trust is way for you to invest your money. What is a unit trust? Legalvision. And although they're called 'preferred shares,' there is a big difference income trusts what is? The variety of businesses upon which have been created broad, both in the nature underlying industry and unit are portfolios assets such as equities, bonds, cash listed property, investors can buy units. Unit investment trusts (uits)old mutual unit trust investments, invest company meaning in the cambridge english dictionary. What is unit trust? Cimb wealth advisorsocbc bank. 16 jan 2013 a'unit investment trust,' commonly referred to as a 'uit,' is one of three or less what they are investing in for the duration of their investment old mutual unit trusts offer investors expertly managed funds & great performance. Learn more 16 mar 2015 a unit trust fund is collection of very different investments, all baked together into sort 'investment pie', which then gets cut 31 aug 2009 mutual fundwhat fund? In general, units are sold to investors and the. What is a unit trust fund? 22seven mutual fund hkex. The manager manages and operates the unit trust fund, trustee a is fund composed of investors' money, which invested in variety financial assets. Trusts are found in these units managed within what is known as the 'managers box'. Unit trust (ut) investopediawhat is a unit fund and how does it work? What trust? Definition meaning businessdictionary. Unit trust (ut) investopedia. You can invest in a unit trust fund through finan
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.
Should I buy property in my name, company or a trust?
 
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VIDEO TRANSCRIPT: Option one is default - most people buy a property into their own name. Very simple, it's in your name. The problem is if you run in to trouble you could lose your home. If you pass away, property is caught up in your frozen estate. Your spouse, your dependents, other persons, children, don't have access to this asset until such time as your estate is wound up. That could take anything from about eight, nine months to one, two, three, four, five years. You're going to be creating serious hardship for whoever's going to be needing to access that property or the rentals, or whatever the case is. It's a pretty expensive exercise to die, so try and avoid it at all costs, but your death will cost you capital gains tax. The maximum rate at this point is 13.6%. It's a fairly huge chunk that's going to be coming out of any growth of the property, so one must bear that in mind if the property's in your name, on your demise. On top of that, your estate - not you - will be subjected to executors fees also at a maximum legislated rate of 3.5% plus VAT, just under 4%. Again, a massive chunk. And the kicker here is for you to consider that this is a charge on the gross value, not on the net value. Suddenly, that's a massive cost on a small percentage. This seems pretty harmless. Other options are closed corporation, or Pty Limited. A lot of people do consider this as an option because it is a known type of entity. SARS pretty much has settled the taxation around this, so there's some level of comfort. The problem with this is a closed corporation or company is not the ideal residential property owning entity because you will eventually pay too much tax as well compared to a Trust. Pty CC, your tax rate is 28% to get the cash out of the company, or the CC you'll be paying a further dividends tax, bringing you effectively to a tax rate of 38.8%. Also, a default position is you can have a Trust owning a company that, in turn, owns your property. You are creating extra costs which you can possibly avoid by having a more simplified structure. Not a great structure - a CC or Pty - if you are ever selling a property because you're going to end up with a huge capital gains tax problem in the company of the CC at an effective rate of 18.6%. To get your hands on the profits after tax, costs you a further dividends tax of 15%, bringing your total tax bill to just under 31%, so that's ouch. In your personal name, the tax is a little bit better, but you have exposure to creditors, you have got issues on death, you have no continuity. CC Pty is solving some of the problems, but not ideal from a tax perspective. Then, we come to the mythical Trust. Default position though is it's an old entity, it's been around forever, in this country almost 200 years. A Trust very simply is like a vault. You're going to acquire your property into this entity. The tax is brilliant in this structure because you can move the income out of a Trust. Even though it is an entity with the highest tax rate at 41% after the new budget a couple of weeks ago, the Trustees have got the election to push any rental income down to beneficiaries, who then pay at their own marginal rates. Also, capital gains tax wise, if you distribute your gain to a beneficiary, it's going to be quite tax effective.
Views: 44198 Private Property
My Private Investment fund
 
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My dream was to start and manage a private investment fund and potentially go public and offer services to general public. I have been investing for several years and became successful in it. So far my investments can bring in average 13% ROI annually. I would like to raise money to boost my investments and create my own mutual fund. And here is a deal. If you help me to start my dream goal, I will use raised money for 6 years after which I will keep all proceedings only and donate the principal ($5,000) here on GoFundMe to other projects or charity you choose. For that case I will start a page on my blog http://hellosuckers.net to show how my investments are doing.
Views: 219 1stFoxmovie
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: 5 Gujarat Headline
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: 1834 LectureDekho.com
Back to Green:Creating Parks in Urban Areas: Michael Messner at TEDxCharleston
 
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Investor and Philanthropist , Michael co-manages of Seminole Capital Partners, LP, an equity investment fund founded in 1995, and trustee (along with his wife, Jenny) of The Speedwell Foundation, which supports urban parks and education. Michael presents his ideas of how the abandoned passenger rail line and abandoned urban areas on the Charleston peninsula can be used to create parks and recreation for the city. In the spirit of ideas worth spreading, TEDx is a program of local, self-organized events that bring people together to share a TED-like experience. At a TEDx event, TEDTalks video and live speakers combine to spark deep discussion and connection in a small group. These local, self-organized events are branded TEDx, where x = independently organized TED event. The TED Conference provides general guidance for the TEDx program, but individual TEDx events are self-organized.* (*Subject to certain rules and regulations)
Views: 9172 TEDx Talks
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: 164 HamptonDems
Diverse Retirement Solutions introducing the Self Trustee Retirement Investment Plan (STRIP Plan)
 
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Tony Spandrio with Diverse Retirement Solutions explains how your retirement funds are being hijacked.
Māori Trustee questioned over $10mil investment
 
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The organisation charged with growing assets on behalf of Māori land owners has been questioned by MPs on whether it's made a wise investment into the new dairy company Miraka. Miraka recently came to national attention after signing an agreement with Chinese investors Shanghai Pengxin last week to develop a new milk processing plant. The Māori Trustee has invested $10 million into the company but Parliament's Māori Affairs select committee is unsatisfied as to whether the Māori Trustee has assessed all the risks on behalf of its beneficiaries.
Views: 422 Te Karere TVNZ
What is a Family Trust? Do I Need A Family Trust?  - ASK CIB All About Accounting
 
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What is a Family Trust? Do I Need A Family Trust? - ASK CIB All About Accounting Hi, my name is Joel and I’m an accountant at CIB Accountants. In this video I’ll be talking about family trusts, who might use them and some of the advantages and disadvantages of having a trust. This video is part of the ask CIB series. By the end of this video I you will have a better idea of whether a family trust may be of use to you. So, what is a family trust? A family trust is a way of holding assets on behalf of someone else. In some ways it is similar to a parent opening a bank account for a young child. The money in the account belongs to the child but the parent controls and looks after that money. In a similar way a family trust assets in a trust are controlled by a trustee. If you set up a trust you can decide who the trustee is. For example the trustee could be you or a company you control. The trustee is the one that looks after those assets on behalf of what’s called the beneficiaries of the trust. The beneficiaries of the trust are the people who are entitled to receive the income and the assets of the trust. The beneficiaries of the trust are usually members of a particular family as well as other companies and trusts controlled by that family. So why might one use a family trust? A family trust has a number of advantages, one of those is asset protection. Many businesses owners face a degree of risk, for example if their business fails they may be sued personally or be at risk of bankruptcy. Similarly those in partnerships, particularly with bank debt can face similar risks. In these situations assets in the name of the business owner may need to be sold to satisfy these claims. Whereas if assets are in a family trust, in most cases these assets can be protected from creditors. Another benefit of having a family trust is that it allows income to be shared among the family which then may reduce tax. So it can actually be quite a good mechanism for reducing tax in a family group. So for example if you just hold an asset in your name and you might have to pay tax at the top rate which is currently 49%. However if you have a family trust you might have an adult child in university, your spouse might not be working, you might be able to share some of that tax burden using your family trust to reduce the overall amount of tax that can be paid. Well one of the disadvantages is if you have a tax loss then that tax loss can’t go out to individuals such as Mum and Dad. For example if you have an investment property in the trust, its negatively geared and makes a loss then Mum and Dad can’t offset that loss against their own income but rather gets stuck in the trust until future years to be offset against other income that the trust may generate. Another disadvantage of a family trust is that there is no NSW Land Tax free threshold. That means that if you buy a property in NSW you’ll be paying land tax from the first dollar, whereas if you for example buy the property in an individual’s name then you’ll get a land tax free threshold $432,000 in the 2015 year. Another disadvantage of a family trust is that it can be difficult to plan what happens with the assets in a trust after your death. Typically with a will you would say what assets you want to go to who. A family trust is outside of an individuals will, so although you can select who controls the family trust after your death you can’t then specify what those people do after your death, so the controller after your death ultimately can decide what they want to do with the trust. So that’s an overview of family trusts with some of the advantages and disadvantages. Family trusts can be an excellent mechanism for family group to protect their assets and save tax however it is always important to get advice in before setting up a family trust. If you would like to talk to someone about using Xero in your business please contact us at CIB Accountants. If you would like additional tips or ideas for your business please subscribe to our channel or send us an email via [email protected] . Alternatively tweet to us using the hash tag #askCIB. Thank you. website: http://askcibaccountants.com.au twitter: http://twitter.com/askcib
Views: 14019 CIB Accountants
5 Advantages of a Family Trust
 
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Ever wondered what the point of a family trust is or if you should have one? Kelsey, one of our fabulous lawyers at Legal Beagle, shares the pros of setting up a family trust.
Views: 13503 Legal Beagle Lawyers
SMSF Investment Planning Rockhampton Professional Advice Ph 07 4922 6128
 
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http://www.businesswise.com.au/self-managed-super-funds-smsf/ SMSF Investment Planning Rockhampton Professional Advice Ph 07 4922 6128 SMSF Investment Planning 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 usually also the trustees - meaning that the members of the fund run it for their own benefit, but are also responsible for the investment decisions and the associated risks, as well as complying with the relevant super and tax laws. As a trustee you will be responsible for running the fund and acting in the best interests of the members. You will be required 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 don't have access to some of the legal protection that applies to members of other types of super 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 skills 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 permit funds to avoid paying tax on the dividends they get from listed companies; as well as 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 into your super fund. This could permit you to claim a tax deduction for 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 lower tax rate than that at which you claim the tax deduction. You must be prepared to research and monitor your super investments closely if you want to manage them yourself. Super is your investment for your retirement, so don't rush in - it's a significant financial decision and you need to have sufficient time and ability to undertake it (or be prepared to engage suitable advisors). If you're not convinced that you can do better yourself than in a traditional fund, you may be better off using another type of fund to invest for your retirement. In any case you should consider seeking professional advice. www.businesswise.com.au http://youtu.be/6N-MmmCOloE http://fhstudio.co/?attachment_id=1 SMSF INVESTMENT PLANNING ROCKHAMPTON : 00:00:05 SMSF Investment Planning Rockhampton 00:00:10 SMSF Compliance Rockhampton 00:00:16 SMSF Trustee Rockhampton 00:00:22 Self Managed Super Fund Trustee Rockhampton 00:00:27 Financial Planning Rockhampton
Views: 5 Joel David
What Happens If I Use a Trust Fund For My Property Investments? (Property and UK Tax Part 6)
 
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Are you looking to leave a legacy for your children by holding properties and the income that your properties generate in a Trust Fund? I’m not an accountant or a solicitor and I don’t specialise in Trust Law, so whilst I can’t comment on how this can be done, I would like to think about how this might affect a property business. In my opinion, one of the potential problems with having a trust fund is that there might not be too many lenders who would be keen on lending to this type of entity. You have to think that a main priority for any lender is to assess how they could get their asset back if the mortgage payments were to stop – and this might not be viewed as straightforward. As such, it might be difficult going forward to build a portfolio. With this in mind, in this video I take a look at how it might be possible to get around this, and consider how you can structure your business so that your lending is not curtailed. Here’s to successful property investing Peter Jones B.Sc FRICS Chartered Surveyor, author and property investor http://www.ThePropertyTeacher.co.uk PS. By the way, I’ve rewritten and updated my best-selling e-book, The Successful Property Investor’s Strategy Workshop, which is an account of how I put together my multi-property portfolio, starting from scratch and with no money of my own, and how you can do the same. For more details please go to http://www.ThePropertyTeacher.co.uk/the-successful-property-investors-strategy-workshop
Views: 144 Peter Jones
Valhalla Diamond Fund: Investment-grade Diamonds for Retail Investors
 
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Diamond Investing News recently had the chance to speak with Jason Brown, managing trustee of the Valhalla Diamond Fund. As he explains in this video, the fund's goal is to give retail investors the chance to invest in investment-grade diamonds, but in a diversified portfolio. Outlining exactly what that entails, Brown covers where the fund's diamonds will be sourced, who will manage its decisions and why investors should consider the Valhalla Diamond Fund when they could simply buy investment-grade diamonds on their own. He also touches on how the fund should perform. Brown ends by giving his diamond market outlook for the next few years. "By the time we hit 2022, we anticipate there's going to be roughly about a 7-million-carat-per-annum deficit. That should provide a great opportunity for our fund then to look at that exit stage in the marketplace," he said.
Views: 491 InvestingNews
Africonomie insight on Pensions and Sovereign Funds Investments in Africa
 
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Hear from African practitioners - Albrecht Gantz, RisCura Davinder Sikand, The Abraaj Group Christopher W Hartland-Peel, Hartland-Peel Equity Research Bashkar Latchman, Independent Trustee and Principal Officer Fungai Tarirah, Former with Momentum Investments and now Rudiarius Capital Management Graham Stock, Inparo Asset management Richard Odumodu, Independent Consultant Stephen Hine, EIRIS Tal Ullmann, Sustainalytics Preeti Sinha, African Development Bank Group
Views: 203 Africonomie Group
Learn Basic of Mutual Funds | What is Mutual Fund | Rmoney
 
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Generally it is seen that the Investors find Mutual Fund difficult to understand so they refrain to invest in it. In this Article Rmoney will explain you about the basics of Mutual Funds, how do they work and how best they can serve as an investment tool in simple and comprehensive language. What is Mutual Fund? Mutual Fund is a trust that pools investor savings and trust invest this saving finally in Capital Market like Stocks, Bonds, short-term money market instruments and commodities such as precious metals. This pool of money is managed by professionals, so it is also known as ‘Professionally managed investment fund’. It works like an investment vehicle because every investor can invest in the market through this pool of fund. It is a simple way to expand your investment. Any investor who wants to make money from stock market but does not have enough knowledge about the market or don’t have time to track the portfolio and market timely they invest in this pool of money. A mutual fund is a growth industry, if you start early and systematically you can reap more benefit out of it. How does a mutual fund set up? A mutual fund is set up in the form of a trust which has a sponsor, Trustee, Asset Management Company (AMC). The trust is established by a sponsor, like a promoter of a company. And the trust is registered with Securities and Exchange Board of India (SEBI) as a Mutual Fund. The Asset Management Company is also approved by SEBI. How does a Mutual Fund operate? • A Mutual Fund company collects money from several investors and invests it in various options like stocks, bonds, money market instruments etc. • This fund is managed by professionals who understand the market well and has a rich experience of Financial Market. • Fund managers make a strategic investment in order to accomplish growth. • Investors get units of the mutual fund according to the amount they invest. • The Asset Management Company is responsible for managing the investments for the various schemes operated by the mutual fund. • It also undertakes activities like advisory services, financial consulting, customer services, the accounting marketing and sales functions for mutual fund schemes. More [email protected] Subscribe Our Channel for More Videos: https://www.youtube.com/channel/UCZmp129SP-uF2CUcc8yCMZw?sub_confirmation=1 Facebook : https://www.facebook.com/raghunandanmoneyindia/ Twitter : https://twitter.com/Rmoneyindia G+ : https://plus.google.com/u/0/+Rmoneyindiaho/ Visit Our Website: https://rmoneyindia.com/
Views: 26 Raghunandan Money
2018 Mario Gabelli -  Value Investing Today
 
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Mario J. Gabelli is Chairman and Chief Executive Officer of GAMCO Investors, Inc. and LICT Corp. He is Executive Chairman of Associated Capital Group, Inc. Mr. Gabelli is a summa cum laude graduate of Fordham University and holds an MBA degree from Columbia University Graduate School of Business, and an Honorary Doctorate Degree from Roger Williams University and Fordham University. Mr. Gabelli is a member of the Board of Overseers of Columbia University Graduate School of Business, the Board of Trustees of Boston College and the Board of Trustees of Roger Williams University. He is a member of the Board of Directors of the American-Italian Cancer Foundation and the Foundation for Italian Art & Culture. He is a Trustee of the Winston Churchill Foundation of the United States and the E. L. Wiegand Foundation. Mr. Gabelli was Morningstar's Portfolio Manager of the Year (1997) and Institutional Investor's Money Manager of the Year (2011) and is a member of Barron's Financial Magazine's All Star Century Team.
Views: 9562 CFA South Florida
CRA 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.
Rich Meyer And Jose Pena Talk About Surplus Funds And Why Become A FLORIDA SURPLUS TRUSTEE
 
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https://www.defaultinvestorassociation.com Rich Meyer And Jose Pena Talk About Surplus Funds And Why Become A FLORIDA SURPLUS TRUSTEE UpComing Events: https://defaultinvestorassociation.com/florida-foreclosure-surplus-trustee-event/ Next Up Coming Classes Are Scheduled For: January 21st at 10am January 25th at 7pm January 28th at 10am Rich Mayer & The Default Investor Association 754-210-3754 7151 Pembroke Rd. Pembroke Pines, FL 33023 FLORIDA SURPLUS TRUSTEE Investor Information You Need To Know!!! Really Help People And Become Successful Registration Is Easy! Just Choose a Date And Click on The Link Below to Go To Our PayPal Registration Page to Reserve Your Seat Now: January 21 https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=4RQ6NNKT7WDPG January 25 https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=ZFC4S29URU44S January 29 https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=TNGZG9PGT28HC About Default Investor Association: Default Investor Association is dedicated to helping real estate agents become investors. Our program has already helped thousands of real estate agents from around the country and we have a reputation for producing successful real estate investors. Based on the teachings of real estate investing mastermind Richard Meyer, we offer best-in-class training, products and services designed to help our agents take control of their financial futures, escape the rat race and join the financial elite on the fast track to success. Through various channels that include live courses, online training, mentoring programs, and multi-media products, Default Investor Association provides an innovative training model that imparts skills and knowledge in real estate investing, financial instrument investing (stocks, bonds, etc.), entrepreneurship and personal finance. About Rich Meyer After college, Rich worked his way up the corporate real estate ladder to become the broker and owner of ERA Prestige Realty. For the next few years he grew Prestige to a formidable 4 office operation with over 250 full time agents and exceeding $45M in annual sales each year in business. This of course is when $45M meant something. After a divorce, he sold the real estate offices and went to work for a leading foreclosure law firm where he studied the legal aspects of real property law, the election of remedies and foreclosure litigation. In 1993 his expert understanding of the consequences of default lead him to begin investing in foreclosure and tax deed auction properties. Currently he has participated in the acquisition and sale of over 1800 (and counting) properties. In 2003 Rich’s business model became more focused on an off-the-beaten-path-investment in defaulted mortgages and notes. All in all, he’s purchased 1000’s of non-institutional first and second mortgages and institutional second mortgage notes. Lastly, he remains extremely active in the field of (defaulted consumer debt) judgment collections. Rich currently receives over $12,600.00 per month in passive income resulting from monthly settlement payments from various judgment debtors. Rich is a member of Real Estate Owned Managers Association of California (REOMAC), a member of the National Tax Lien Association (NTLA) and a platinum member of Broward Real Estate Investors Association (BREIA). Rich’s experience and real-life examples in the field of default investing creates a powerful yet enlightening narrative that has been enjoyed by real estate investors of all interests and levels of experience.