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Showing 1171 - 1180 of 2559 results for "SMSF"

Managed portfolios vital for SMSF diversification

KERRIE SYDEE  |  THURSDAY, 8 SEP 2016
International managed portfolios are vital for self-managed super funds to diversify their portfolios, according to head of marketing and distribution at HUB24, Wes Gillett. Carrying the benefits of transparency, control of tax and reduction in costs ...

Inappropriate advice drives disputes

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
The Financial Ombudsman Service (FOS) received 34,095 disputes in 2015-16, a 7% increase on the previous year, according to the FOS 2015-16 annual review. Of the 20,298 disputes accepted 1,141 were investments and advice disputes (5%) and 1,095 were ...

Mason Stevens delivers new SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
... Mason Stevens' managing director Thomas Bignill. Bignill said the investment strategy is ideal for pre-retirees, retirees and SMSF trustees who lean towards a greater concentration risk to equities. "By investing in high quality short to medium term ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
... virtual bowl which they could customise to contain all the calculators and tools they needed, such as the ability to produce SMSF strategy papers and generate automated SOAs." GPS Wealth director Greg Holman said MoneyBowl for Accountants was a comprehensive ...

Ostrava wound up, directors banned

KERRIE SYDEE  |  FRIDAY, 2 SEP 2016
... affairs, including a number of breaches of financial services laws by the companies and Grim in his role as financial adviser to SMSF clients. The court found that Ostrava Equities and Grimm had engaged dishonest conduct by charging unauthorised fees ...

New Bentleys director to encourage growth

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2016
... division, Bentleys Wealth Advisors which is focused on providing superannuation and retirement, insurance, investment and SMSF advice.

ACBC launches additional XTB model portfolios

JAMIE WILLIAMSON  |  TUESDAY, 30 AUG 2016
Exchange traded bond provider Australian Corporate Bond Company (ACBC) has launched two additional model portfolios. The new Concentrated High-Yield Model Portfolio continues the philosophy of the High Yield Model Portfolio which was launched last month ...

Sequoia launches two specialist retail products

ALEX BURKE  |  TUESDAY, 30 AUG 2016
... geographic diversity. The fact it is 100% leveraged is another potential benefit, and both of these products are suitable for SMSF investors."

Stockspot preps new tool for partners

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
... best interest." Earlier this month Stockspot also announced it had integrated with Class to deliver a direct data feed for SMSF's.

Younger Australians taking up SMSFs

DARREN SNYDER  |  FRIDAY, 26 AUG 2016
Three quarters of new SMSF members are aged below 55 and yield an average age of 46 years according to the latest industry research from Rainmaker. The data presents a strategic shift in the sector where most SMSFs are being established by younger people ...