Search Results | Showing 1081 - 1090 of 1391 results for "SMSFS" |
| | | ... managed account space and this type of solution can be ideal for specialist practices that have higher net worth clients and SMSFs as a core capability," said John McIlroy, CEO of Multiport. Clients using the Crystal Wealth Managed Account Service can ... |
| | | | ... the survey results had brought out some surprising results around the SMSF segment. "We were quite surprised to see that SMSFs didn't feature in the top three growth categories for any state surveyed. Given this is the fastest growing segment in the ... |
| | | | In the rush to purchase property assets, SMSF trustees may not be considering how these 'lumpy' holdings will be sold after their death, according to an SMSF advice and training provider. The consequences of this oversight could be the fire-sale of ... |
| | | | ... property loan. The Macquarie Bank SMSF Property Loan was developed in response to growing demand for property assets in SMSFs, said James Casey, head of mortgages product, Macquarie Adviser Services. "One of the key reasons SMSFs are growing at such ... |
| | | | ... actual investments. The March quarter saw an increase in Australian shares exposure of 3.4%, while cash holdings dropped for SMSFs for the first time, quarter on quarter, since 2008, with a decrease of 4.1% to 22.9%. Exposure to Australian shares through ... |
| | | | ... clients and have provided consistently higher returns. Lucas said investors are increasingly using structured products inside SMSFs. "The risk for this product is potential exposure to downward price movement of the lowest performing share from the basket ... |
| | | | ... from SMSF investors regarding residential investment purchases are up 50-100% in the last year. The increase is because SMSFs are allowed to borrow to invest and residential real estate is becoming increasingly attractive, due to its stable price creating ... |
| | | | ... distribution for AFSLs to explain the benefits of independently-sourced investment property for adviser clients, including within SMSFs. Not affiliated with the property development sector, Forrester Cohen provides an online platform for mortgage professionals ... |
| | | | ... Owned Financial Planners has selected the OneVue platform as a new private label solution for its members, with a focus on SMSFs. The Association of Independently Owned Financial Planners (AIOFP) said OneVue's UMA platform would deliver a wide range ... |
| | | | ... including fund compilation, reconciliation and tax returns in hours, not weeks," said Rajarshi Ray, Class Super chief executive. SMSFs account for $420 billion, or around 40%, of the Australian super sector. Ray said the addition of CBA and NAB's fully ... |
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