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Showing 1021 - 1030 of 1386 results for "SMSFs"

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
... Steer said the wealth management division was partly inspired by the continued growth in self managed superannuation funds (SMSFs). "We are seeing more demand for the SMSF structure and the private wealth division will provide a truly holistic service ...

Investors turn from cash to fixed income: UBS

MARK STORY  |  WEDNESDAY, 12 DEC 2012
... out. "Hybrids are also a good way for retail investors to acquire high quality debt like CBA, and these are a good way for SMSFs to build diversification into bonds, and receive good spreads over the cash rate," she advises. While there won't be a rush ...

One-stop admin and investment shops target SMSFs

MARK STORY  |  TUESDAY, 11 DEC 2012
... out in this space. "I can see those dominant players in the investment layer wanting to offer a more holistic service to SMSFs," says Lumby. Given that equities and cash are the two single biggest asset classes for SMSFs, he expects to see further consolidation ...

Jury out on AFSL uptake by accountants

BEN COLLINS  |  THURSDAY, 6 DEC 2012
... provide good enough advice anyway, Moss said. As it stands it would let accountants provide "financial product advice" on SMSFs, but it does not actually cover what areas of SMSFs accountants could advise on, such as contributions, rollovers, borrowing ...

Flexibility not returns, drive SMSFs

ALEX DUNNIN  |  TUESDAY, 27 NOV 2012
... said. Despite this, Rice said the average SMSF has out-performed APRA benchmarks in six of the past seven years. "Not many SMSFs were financially hurt by the GFC," he said. The success of SMSF trustees in deriving annual income from listed shares, cash ...

Aging SMSF trustees revert to managed solutions

MARK SMITH  |  TUESDAY, 27 NOV 2012
... the burden falling to their spouse or partner in the event of their death. With nearly a million Australian's now running SMSFs, the sector is the fastest growing corner of the superannuation fund industry but with some 5.5 million baby boomers approaching ...

Super FUM up 13%

ALEX DUNNIN  |  THURSDAY, 22 NOV 2012
... funds that populate the much larger array of retail platforms and products offered by the sector. There are now 488,576 SMSFs, up almost 36,000 since September last year. Reflecting the dominance of workplace distribution, employer contributions made ...

Adviser retraining delivers in spades: BT

MARK STORY  |  FRIDAY, 16 NOV 2012
... Englund that means getting advisers to focus on key areas where there is an obvious value-add to their clients. He cites SMSFs - many of which were established by accountants - as offering advisers great opportunity to capitalise on current regulatory ...

Retirement solution upside for investment managers: Oliver Wyman

MARK STORY  |  FRIDAY, 16 NOV 2012
... investor risk aversion," Hook Explained. Equally concerning for investment managers, Hook added is the ongoing growth of SMSFs, and the shift of allocations to passives which he links to 'alpha disillusionment' - a trend he said has further to run. Given ...

FPA calls for greater scrutiny of fund managers

MARK SMITH  |  WEDNESDAY, 14 NOV 2012
... just 42.5% of members of retail super funds said they were satisfied. That compares to 48.9% for industry funds and 64% for SMSFs. While market conditions in those periods have been especially challenging for active stock pickers, De Gori says that it ...