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Showing 1131 - 1140 of 2558 results for "SMSF"

SMSF satisfaction belies uncertainty

ALEX BURKE  |  FRIDAY, 16 DEC 2016
Even if 75% of SMSF holders report being satisfied with their fund choice, a new UBS/FSC report suggests a lot of uncertainty in the sector about retirement adequacy and government policy. The report is based on a survey conducted by KREAB Research ...

ASIC bans Sydney adviser

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
... services for three years by ASIC. Keira Jane Keegan, a former representative of Protect Ensure, was banned for recommending SMSF clients invest in financial products issued by Protect Ensure. Keegan was a representative of the group from November 2013 ...

SMSFs continue hunt for information

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2016
... diversification methods. New statistics released by AMP Capital show the number of members of the wealth management firm's online SMSF community has doubled to 600 in the past year. The SMSF Community offers those interested in SMSFs the opportunity ...

Slattery departs ICFS board

KERRIE SYDEE  |  FRIDAY, 9 DEC 2016
SMSF Association managing director and chief executive, Andrea Slattery, stepped down from the board of the International Centre for Financial Services. Slattery has worked in the financial services industry for more than 25 years and spent 12 years ...

HUB24 opens doors to global direct equities

ALEX BURKE  |  TUESDAY, 6 DEC 2016
... diversification. "By providing access to international markets HUB24 is helping advisers to service the needs of their current SMSF client base and opening up new client opportunities."

Super funds must do better digitally

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
Superannuation funds need to do more digitally in order to attract and retain members, according to Decimal chief executive Nic Pollock. Pollock said the key challenge in the industry at present is the issue of member retention; with an increasing number ...

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
... adviser and fund manager. The software provider's Class Portfolio - its investment accounting and reporting solution for non-SMSF portfolios - has integrated with Stockspot to provide a tax reporting solution to Stockspot clients, and accountants and ...

AMP Capital senior manager joins CFS

DARREN SNYDER  |  MONDAY, 28 NOV 2016
... is a key step in that process." Tapscott currently manages the investment menus of AMP's suite of master trust, wrap and SMSF platforms. Her responsibilities involve investment menu design and strategy; qualitative and quantitative fund manager research ...

Henderson fund receives ratings upgrade

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
... sophisticated investors such as institutions and family offices. We are now seeing a wider range of financial planners and SMSF investors recognising the value of investing in assets that are less correlated to traditional assets." The Fund is available ...

Class joins forces with bank

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
... direct-connect data feed from the bank's savings, transaction and term deposit accounts in its wealth accounting software for SMSF and non-SMSF portfolios; creating business efficiencies, such as automation of data entry. HSBC offers a range of everyday ...