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Showing 1031 - 1040 of 1811 results for "Managed Super"

ASFA wary about SMSF property schemes

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
... financial services licensing (AFSL) for all persons involved in the sale of investment products and property to self-managed super funds (SMSF). ASFA expressed its worries about reports that SMSF members are being offered luxury international holidays ...

Telstra Super lures members with SMSF lookalike

JAMES FERNYHOUGH  |  TUESDAY, 10 SEP 2013
... offering members direct access to term deposits and shares, in a move to retain members who might otherwise set up self-managed super funds (SMSFs). The investment option, called Direct Access, was developed with UBS, and will give members access to ...

Could ASIC become the SMSF regulator?

JAMES FERNYHOUGH  |  TUESDAY, 10 SEP 2013
The recent scrutiny that self-managed super funds (SMSFs) have found themselves under from the Australian Securities and Investments Commission (ASIC) could be a taste of things to come, according to lawyer Claire Wivell Plater, managing director of ...

ETF market closes in on $9 billion milestone

MARK SMITH  |  FRIDAY, 6 SEP 2013
Australia's exchange traded product (ETP) market has expanded rapidly in 2013, reaching a record $8.8 billion in assets according to the latest ASX Funds Monthly Update. The report shows Australia's ETP industry, has grown by 61% in the 12 months to ...

Anne Street SMSF advice falls under ASIC radar

LAURA MILLAN  |  THURSDAY, 5 SEP 2013
Anne Street Partners Financial Services' advice to self-managed super fund (SMSF) clients has raised concerns from the Australian Securities and Investments Commission (ASIC). The practice has agreed to engage an independent expert who will review ...

ASIC concerned over "pockets" of poor SMSF advice

LAURA MILLAN  |  MONDAY, 2 SEP 2013
... Investments Commission (ASIC) has found "concerning pockets of poor advice" which involve recommendations that self-managed super fund (SMSF) investors gear into real property. ASIC's commissioner Greg Tanzer said that the regulator has identified examples ...

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
Managed discretionary accounts (MDA) could be a key area for financial planners wanting to add value to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers. Sanders said that the ...

Moore Stephens appoints GM of wealth management

LAURA MILLAN  |  WEDNESDAY, 28 AUG 2013
Moore Stephens Queensland has appointed a general manager for the firm's expanding wealth management division. Managing director Ken Pickard confirmed that Bob Blurton will be the general manager of Moore Stephens Wealth, which manages over $800 million ...

Xpress Super adds direct property to SMSF platform

JAMES FERNYHOUGH  |  TUESDAY, 27 AUG 2013
Self-managed superannuation fund (SMSF) platform provider Xpress Super has added direct property to its suite of investments. The new option will allow SMSF trustees to access limited recourse borrowing arrangements (LRBAs) through two lenders, St George ...

Super assets hit $1.6 trillion, investment returns at 4-year high

ALEX DUNNIN  |  THURSDAY, 22 AUG 2013
Superannuation assets surged 15.5% last financial year to reach $1.6 trillion, reveals the regulator APRA in its just released June report. The pace of the asset surge corresponds with the super fund industry achieving its best investment returns in ...