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Showing 1111 - 1120 of 1839 results for "Managed Fund"

Trans-Tasman super rollovers exclude SMSFs

MARK SMITH  |  MONDAY, 3 JUN 2013
The government's finalised regulations have allowed superannuation rollovers between Australia and New Zealand but exclude self-managed super funds (SMSFs). From 1 July 2013 it will be possible to transfer retirement savings account proceeds between ...

No growth in managed funds

ALEX DUNNIN  |  THURSDAY, 30 MAY 2013
Managed funds are still languishing according to official figures released by the Australian Bureau of Statistics (ABS). The ABS has just released figures detailing the $2 trillion managed investments sector and they confirm that while superannuation ...

Advisers could benefit from independent software

JAMES FERNYHOUGH  |  TUESDAY, 28 MAY 2013
Software designed by Brite NSW in association with adviser Bailey Roberts Group will become available to independent advisers, in a move designed to pluralise the platform market. The application, dubbed 'PLUTO', allows users to operate individually ...

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
Wealth management group netwealth's advice group has moved its operations on the back of an announcement earlier this month that the wider netwealth group's funds under management had hit the $4 billion mark. netwealth Advice Group (NAG)'s advice operations ...

Planner and investor concern hits three-year low

MARK SMITH  |  THURSDAY, 23 MAY 2013
A drop in investor concern to its lowest level during any point in the global financial crisis (GFC) has prompted a wave of investment into managed funds, according to a new survey from Investment Trends. The March 2013 Planner Direct Equities and SMA ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 20 MAY 2013
In the new edition of Financial Standard, we look at why local funds should embrace the $10.6tr global pension market, we showcase the Lazard Emerging Markets Total Return Debt Fund and we profile Elders Wealth Management general manager Helen Lorigan. ...

Research reveals gender gap in share appetite

MARK SMITH  |  TUESDAY, 14 MAY 2013
Women under the age of 35 have a greater preference for shares than their male counterparts, according to the latest findings of the CFSGAM-UWA Business School Equity Preference Index (EPI). The research, conducted jointly between Colonial First State ...

Managed funds survive ETF growth

LAURA MILLAN  |  MONDAY, 13 MAY 2013
The rise of the exchange-traded funds (ETF) industry does not come at the expense of traditional managed funds, a recent Beta Shares and Investment Trends report found. The research showed that 56% of the investors surveyed made incremental investments ...

BT expands Wrap Capital Protection funds

LAURA MILLAN  |  MONDAY, 13 MAY 2013
BT Financial Group has expanded the list of managed funds eligible for Wrap Capital Protection as a response to the demand for more retirement-based products. The number of funds accessible from BT's platform has almost doubled, and has gone from 80 ...

Rate cuts prompt SMSF cash exodus

MARK SMITH  |  FRIDAY, 10 MAY 2013
A wave self-managed super fund (SMSF) trustees are swaping their cash holdings for fixed interest and direct property investments, according to the latest Multiport SMSF Investment Patterns Survey. Falling cash rates mean that term deposits and savings ...