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Showing 101 - 110 of 281 results for "Self Managed Super Fund"

Fortnum launches UMA to protect SMSF retirees

MATT WOODINGTON  |  THURSDAY, 8 SEP 2011
... safe guards for clients concerned about market volatility when they are in the pension phase of their self managed super fund." Fortnum will offer the portfolio protection through a fund that features Innova as a trustee. Innova has engaged P2group to ...

SMSFs cash deposits reflect volatility

ELISE BURGESS  |  FRIDAY, 2 SEP 2011
SMSFs trustees are hesitant investors with too much focus on cash deposits, moving $40 billion into cash products since 2009, according to a report from Vanguard and Investment Trends. This 'wall of cash', as the report calls it, has developed over ...

Fiducian plans further client portfolio buys

MATT WOODINGTON  |  WEDNESDAY, 31 AUG 2011
... to be served in those areas. Other plans for the year ahead include further expansion of an independent self managed super fund administration facility to support financial planners through Fiducian Business Services. "The board and I expect profits ...

SPAA calls for fraud net to be cast wider

MATT WOODINGTON  |  TUESDAY, 9 AUG 2011
The Self-Managed Super Fund Professionals Association has called for greater investor protection against fraudulent investment schemes, proposing a levy on all product providers. SPAA is urging broader reforms around insurance and compensation measures ...

Market plunge exposes system weakness: Cooper

MATT WOODINGTON  |  MONDAY, 8 AUG 2011
Friday's 4% stock market fall, which caused more than $20 billion to be wiped from superannuation account balances, further exposed Australia's over reliance on equities in retirement, said Jeremy Cooper, Challenger's chairman, retirement incomes. Superannuation ...

superMate upgrades for SMSFs and advisers

LOREN RUGEBREGT  |  MONDAY, 8 AUG 2011
Self managed super fund software tool, superMate has upgraded its offering to help minimise the administration work of actively traded share portfolios by 30%. Financial advisers can now customise transaction feeds from platforms and brokers to receive ...

PIMCO urges SMSFs to get active

MATT WOODINGTON  |  WEDNESDAY, 20 JUL 2011
... S&P/ASX 200 Accumulation Index, returned 7.21% annually over the same period. "For investors, particularly self managed super fund investors holding unallocated cash from super contributions, investing in an actively managed Australian bond fund might ...

Class Super adds actuarial SMSF service

MATT WOODINGTON  |  MONDAY, 18 JUL 2011
Self managed super fund administration provider Class Super is using cloud computing to offer automated actuarial certificate data transfers for SMSF clients. Class Super, developed by Class Financial Systems, said it will provide real time access to ...

SMSF trustees are looking for mentors

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
... 17th Annual Rainmaker Sales and Marketing Symposium yesterday. Andrea Slattery, chief executive of the Self Managed Super Fund Professionals' Association (SPAA), produced research showing the majority of trustees had a genuine desire to be responsible ...

Super industry reviews carbon tax impact

ALISON BEVEGE  |  MONDAY, 11 JUL 2011
... implementation phase that the announcement necessitates," she said. Andrea Slattery, chief executive of the Self Managed Super Fund Professionals' Association, said it was continuing to review the policy and its implementation to work out what the flow-through ...