Search Results | Showing 51 - 60 of 97 results for "SMSF clients" |
| | | ... and is prepared to invest resources to ensure its advisors have the expertise to be able to better service their SMSF clients," SMSF Association managing director and chief executive Andrea Slattery said. "With the SMSF sector growing rapidly, we believe ... |
| | | | ... technology in financial services is driving the trend towards a full service, one-stop shop solution for advisers with SMSF clients." He added: "Preset, Triple A's new online administration offering, has already been approved by a large number of dealer ... |
| | | | ... "The popularity of managed funds with SMSF investors has reached the highest level ever in these surveys of OneVue SMSF clients, with more than a quarter choosing this type of asset management for the first time." OneVue's SMSF administration service ... |
| | | | ... SelfWealth, an online peer-to-peer investment community, is also behind the bid. SelfWealth allows BGL Corporate Solutions' SMSF clients to compare their fund's performance against the top 200 funds, meaning they can compare their fund against their ... |
| | | | ... what advisers already know; there is no such thing as a "typical" client and SMSFs are not really self-managed. "SMSF clients don't suit a "one-size-fits-all" approach, given the diverse range of needs and preferences that these clients have. Recognising ... |
| | | | ... investigation found that Hunter was falsifying Westpac finance letters to MOGS to get his commissions. He also failed to give SMSF clients financial services guides and statements of advice and he was not licensed or authorised to provide advice to SMSF ... |
| | | | ... Orders were made against Royale Capital and ActiveSuper in July 2012, preventing them from accessing their existing SMSF clients' funds; offering shares without disclosure; accessing funds held in US bank accounts; and dealing with any real estate purchased ... |
| | | | ... invested in geared exposures. "The costs of investing in a geared Australian share market exposure, for retail and SMSF clients, have traditionally been high and often come with the risks of margin calls. We expect clients who compare the costs of GEAR ... |
| | | | ... executive product manager for wealth Aaron Knowles said. "With the stringent ATO auditing and reporting requirements on SMSF clients, it is essential for portfolio managers to be confident they hold a real-time, unified view of the SMSF." Class Super ... |
| | | | ... Trends senior analyst Recep Peker said. But the number of accountants that see platforms to be appropriate for their SMSF clients remains steady at 57%. The survey also looked at accountants' usage of external solutions for SMSF administration and found ... |
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