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| | | During next month's netwealth webinar, Michelle Baltazar from Financial Standard will explore how you can get better client outcomes and conversations through the use of managed accounts. You will learn about: * Key findings from the latest Financial ... |
| | | | ... withdrawing it from superannuation altogether. That's according to modelling by actuaries Accurium in partnership with the SMSF Association. In a case study of a hypothetical 65 year old single male with an SMSF balance of $2.5 million and assets outside ... |
| | | | ... This is true for all types of funds. Approximately 400,000 accounts, totalling $22 billion, were withdrawn in full from non-SMSF accounts, reflecting a large number of small accounts. Average full withdrawal amounts for industry funds were found to be ... |
| | | | ... anyone aged 50 or over, looking to put significant amounts of money into retirement, particularly self-managed super fund (SMSF) trustees, self-funded retirees, small business owners, company directors and individuals involved in property investment. ... |
| | | | A new retail superannuation platform partnership will mean members no longer have to be in an SMSF should they wish to own and invest in physical gold. The Cor Capital Fund - a diversified managed investment scheme with an allocation to physical gold ... |
| | | | ASIC has banned a New South Wales man from providing financial services for four years after it was found he had unlawfully carried on an unlicensed financial services business. Ronald Cross, chief executive and director of Park Trent Properties Group ... |
| | | | ... product originated by and developed for institutional investors, yet the industry's biggest change is and will continue to be SMSF investment. Speaking at the Financial Standard Exchange Traded Funds Best Practice Forum in Sydney today, Shead said ETFs ... |
| | | | Exposure to undervalued growth companies in the vehicle leasing, retail and health product sectors led WAM Capital to a 21.6% return on its investment portfolio during 2015-16. Releasing its full-year results to the ASX, WAM Capital chairman Geoff Wilson ... |
| | | | ... retirees aged 35 to 50. Planner Holdings was launched in 2015 to provide expansion capital to advice firms with substantial SMSF client bases. MGP executive chair Don Sharp said that McGregor's business fits this mandate perfectly. "HMFS exemplifies ... |
| | | | A new service aimed at giving SMSF advisers' clients greater confidence in setting up a self-managed fund by providing an extra layer of protection from financial misconduct, fraud and theft, has been launched by Rainmaker. SuperGuard360 is the first ... |
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