Search Results | Showing 81 - 90 of 97 results for "SMSF clients" |
| | | ... 2010." The study also found that more than two-thirds of financial planners are prepared to recommend gearing to their SMSF clients, while 51 per cent of accountants said that borrowing is a suitable strategy. But the study found that almost half of ... |
| | | | ... ($420). The trend for investors looking to pay low fees can also been seen in the self-managed super fund sector, where SMSF clients are increasingly sensitive to fees following the financial crisis. A separate report from Investment Trends noted that ... |
| | | | ... partnership could see advisers save up to 50 per cent of their time working on the administration work related to servicing SMSF clients, said Wolf Schumacher, director of RewardSuper. The deal will see Financial Synergy's Acurity and RewardSuper's RSDataWeb ... |
| | | | ... research by Investment Trends that shows 50 per cent of planners expect their level of involvement in share trading for SMSF clients to increase over the next 12 months, and the use of ETFs has trebled over the past year. "Our Multi-client Bulk Order ... |
| | | | ... superannuation advice to SMSF trustees. Dangar recommended investments in Morris Finance and NSW Finance & Leasing to SMSF clients without disclosing that he was a director of both companies and held a beneficial interest in their shares. The Administrative ... |
| | | | ... segment. The Investment Trends/AMP Capital 2009 SMSF Planner and Accountants Reports found 41 per cent of a planner's SMSF clients' assets sit on a platform, down 3 per cent in a year. The report also found 34 per cent of new inflows are being invested ... |
| | | | ... reporting and auditing needs of advisers and their accounting partners to better support the segment. "The needs of SMSF clients can be more complex. "In this instance, we've designed data, tax and reporting enhancements specifically based on the feedback ... |
| | | | ... players are not even around any more," he said. Schroeder said the product will be made available to more than 250,000 SMSF clients of the firm. "We're going to be marketing this service to all those SMSF operators and all the accounting firms," he said. ... |
| | | | ... Advisory, founded in 1986, has over $2.5 billion in funds under advice. It also provides financial advice to over 3,000 SMSF clients. |
| | | | ... ASX200 today and where it is in two years, is also capped. Still, Lucas said that advisers, and particularly their SMSF clients, liked the product because of the certainty around the fund fees and the likely losses. The product, rated "recommended" by ... |
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