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Showing 1081 - 1090 of 1811 results for "Managed Super"

Banks missing super cross-selling opportunities

ALEX DUNNIN  |  FRIDAY, 5 JUL 2013
Only one in 10 in bank customers have their personal super with their bank, showing that banks are missing a huge cross-selling opportunity. Roy Morgan Research has just released a report that shows that only than 10.4% of the personal customers of ...

ASIC urged to extend 'wet signatures' exemption

MARK SMITH  |  WEDNESDAY, 3 JUL 2013
The Australian Securities and Investment Commission (ASIC) should consider extending its relief of the need for 'wet signatures' on product disclosure statements (PDS) for the ASX Managed Funds Service (AMFS) to the wider industry to increase access ...

SelfWealth to distribute through BGL

LAURA MILLAN  |  TUESDAY, 2 JUL 2013
... Fund 360, which will be released later this year. BGL and SelfWealth will integrate and upload all the BGL self-managed super funds (SMSF) portfolios that migrate to Simple Fund 360 onto the SelfWealth Solution on an opt-in basis. The deal will result ...

AMP targets SMSFs for infrastructure and property funds

JAMES FERNYHOUGH  |  FRIDAY, 28 JUN 2013
AMP Capital is launching a website as part of a new marketing campaign aimed at encouraging self-managed superannuation fund (SMSF) investors to branch out into infrastructure and non-residential property. While residential property is a popular investment ...

HUB24 adds Perpetual SMA to platform

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
... and reporting, and is suitable for all types of investors - individuals, companies, trusts, associations or self-managed super funds (SMSF).

Endowment bond product frees SMSFs to add risk

MARK SMITH  |  THURSDAY, 27 JUN 2013
... $10,000 each on 30 June in the year the investor chooses. Duchesne said he expects significant interest from the self-managed super fund market, which has traditionally been defensively positioned. "By buying a number of bonds with different annual maturity ...

Class Super beats BGL to launch automated property valuator

JAMES FERNYHOUGH  |  WEDNESDAY, 26 JUN 2013
Self-managed super fund (SMSF) software provider Class Super has teamed up with property valuator RP Data to launch an automated property valuations service for SMSFs, ahead of BGL's planned launch of a similar service in two weeks. Class Super chief ...

Accountants eye full AFS licence

LAURA MILLAN  |  MONDAY, 24 JUN 2013
The accountant community is showing interest on getting a full Australian financial services (AFS) licence rather than a limited one, Count Financial (Count) chief executive David Lane told Financial Standard. Count has been in talks with over one hundred ...

Hunter Hall founder targets instos and SMSFs

MARK SMITH  |  MONDAY, 24 JUN 2013
Parker Asset Management has re-launched in Australia as Altair Asset Management to reflect a broadening of its business beyond family office and private wealth investment to include institutional and retail clients. Philip Parker, who co-founded Hunter ...

Trustees warned about unintentional SMSF contributions

JAMES FERNYHOUGH  |  FRIDAY, 21 JUN 2013
Self-managed superannuation fund (SMSF) trustees have been warned that unintentional or mistimed contributions could get them in hot water with the Australian Taxation Office (ATO). "Even the most carefully constructed contribution strategy can fail ...