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Showing 1081 - 1090 of 1724 results for "Minimum"

netwealth to launch managed account service by Q3

LAURA MILLAN  |  THURSDAY, 1 MAY 2014
... exceptions that can be tailored for individual clients." For example managed accounts provide the ability to determine a minimum amount to hold in every stock; as well as the possibility to block or keep certain companies, regardless of what the fund ...

New fund to give retail investors access to volatility index

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
... Fund, which will give retail investors exposure to options on the VIX Index. The fund to launch next week and requires a minimum investment of $25,000. "We are hoping that it will have a broad appeal among sophisticated investors, but also among self-managed ...

Super fund custody 'fee holidays' revealed

JAMES FERNYHOUGH  |  TUESDAY, 22 APR 2014
... than commercial for the custodian that's breaking those deals," he said. "Typically a custody and fund admin deal has a minimum five-year timeline, mainly for risk and compliance reasons, and you'll see a number of superannuation funds that have done ...

Macquarie Flexi 100 open for investment

JAMES FERNYHOUGH  |  TUESDAY, 8 APR 2014
... without incurring any additional costs." The Flexi will be available for investment until Monday 30 June 2014, with a minimum investment of $25,000, and is targeted at individual and SMSF investors.

National Seniors asks Inquiry to deliver "top quality" advice

MARK SMITH  |  TUESDAY, 8 APR 2014
... conflicted remuneration and percentage fees should be allowed in the provision of financial advice. It also asks whether minimum educational standards for financial advisers should be lifted and whether the tougher of the APES 230 financial advice standards ...

Viable SMSF size underestimated

MARK SMITH  |  MONDAY, 7 APR 2014
... than the industry currently estimates due to the impact of scale on performance. The industry typically advises that a minimum balance of between $100,000 and $200,000 is the tipping point at which SMSFs costs match those of pooled superannuation funds. ...

Macquarie adds Government Bond Fund to SIV suite

MARK SMITH  |  WEDNESDAY, 26 MAR 2014
... MSI to satisfy both their government bond requirement, and at the same time allocate the remaining $3.5 million of the minimum SIV requirement of $5 million across MSI's suite of compliant SIV funds. MSI's six SIV Funds offer investors access to a diverse ...

APRA gets Basel III tick

JAMES FERNYHOUGH  |  WEDNESDAY, 19 MAR 2014
... capital requirement that is at least 100 basis points higher than that facing any other international bank subject to the minimum requirements of the Basel Framework." The Australian Prudential Regulation Authority welcomed the Basel Committee's asse ...

Tax advisers in need of additional PI insurance

LAURA MILLAN  |  TUESDAY, 11 MAR 2014
... who provide tax advice need to extend their professional indemnity (PI) insurance coverage to meet the organisation's minimum requirements. The TPB outlined the proposal in Exposure Draft Explanatory Paper D6/2014 on proposed professional indemnity insurance ...

Advisers to complete 60 extra education hours under TASA

LAURA MILLAN  |  MONDAY, 10 MAR 2014
The Tax Practitioners Board (TPB) has proposed that registered tax advisers complete a minimum of 60 hours of continuing professional education (CPE) in three years as part of the Tax Agent Services Act (TASA) 2009 legislation. The TPB released Exposure ...