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Showing 1021 - 1030 of 1474 results for "managed funds"

Online SMSF training centre opens for trustees, advisers

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
... was a vacuum of knowledge in the SMSF space. He started a blog posting topical stories on issues relevant to self-managed funds. "It was getting 6000 hits per month," he said. "And 65 to 70 per cent of those were advisers." The idea for the SMSF Academy ...

Back office firm eyes super growth

MATT WOODINGTON  |  MONDAY, 16 MAY 2011
... clients," said Houlihan. MainstreamBPO has offices in Sydney and Melbourne and currently has 42 clients with 100 managed funds. Another of its subsidiaries, FundBPO is also open to tenders among industry, corporate and retail super funds by delivering ...

Goldman Sachs downgraded but fixed interest pays

MATT WOODINGTON  |  THURSDAY, 12 MAY 2011
... said David Erdonmez, analyst, S&P Fund Services. "In our view, this has clearly been a good time to be in actively managed funds as there have been and continue to be a number of opportunities to add value through duration, curve, sector, and security ...

China's HNWs hold $1.2tr

ALEX DUNNIN  |  WEDNESDAY, 11 MAY 2011
... regarding Chinese HNW asset allocation with alternative investment and equities weightings both increasing 5 per cent. Managed funds usage meanwhile increased 4 per cent. The shift to these higher risk styles of investments are further reflected in the ...

Direct investors dump managed funds

ALEX DUNNIN  |  WEDNESDAY, 4 MAY 2011
Direct share ownership is continuing to rise and it's driving investors out of managed funds, reveals new figures from the latest ASX Share Ownership Survey. The survey found there are 5 million Australians who directly own shares, 2 million more than ...

SMSF trustees hit pension payment woe

ALISON BEVEGE  |  FRIDAY, 29 APR 2011
... financial services firm HLB Mann Judd has warned. Michael Hutton, head of wealth management at the firm, said self-managed funds need cash available to meet pension payment requirements, but trustees often get it wrong. "It is surprising how often self-directed ...

SPAA positive but fears bad practice post FOFA

ELISE BURGESS  |  THURSDAY, 28 APR 2011
... advice. Slattery said that a restricted advice licence for accountants would recognise accountants who advise on self managed funds may not wish to provide recommendations to clients to purchase specific financial products. "SPAA has strongly advocated ...

Fund managers struggle to beat index

ALISON BEVEGE  |  WEDNESDAY, 27 APR 2011
... and the Large Value category was the only one to beat the index as a whole, the ratings house said in its report: Managed Funds Positive in March 2011 Quarter. Despite a disappointing overall performance by large-cap growth managers, the two best performing ...

New SMSF course on offer

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... teamed up with the University of Adelaide to offer a three-day course next month explaining the complex area of self-managed funds. Cavendish self-managed super fund (SMSF) experts David Busoli and Tim Miller, who design and implement SMSF strategies ...

Planners prime legal targets for angry clients

ALISON BEVEGE  |  MONDAY, 18 APR 2011
... the accountancy practice is still going. Kelly warned small advisory firms off the legally complex area of self-managed funds. "There are too many people trying to capture everything," he said. "With SMSFs they are so complex you really need a team." ...