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Showing 1241 - 1250 of 1391 results for "SMSFS"

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... client is the beneficial owner of the underlying investments and the platform can support super fund structures such as SMSFs, according to the proposal paper. The concept is not new. OneVue, Powerwrap, Centric Wealth and AMP are among the firms that ...

SMSFs buy more Aussie shares

RUTH LIEW  |  TUESDAY, 19 JAN 2010
... December 2008. Meanwhile cash holdings have dropped 6 per cent since June. It is a sharp contrast to the massive jump in SMSFs' cash holdings from 12 to 29 per cent in the last two years, as uncertainty hit the market following the GFC. The average contribution ...

AFS to launch SMSF admin service

MICHAEL HOBBS  |  TUESDAY, 19 JAN 2010
... another that presents a range of additional options for sophisticated clients. "As a practitioner, you may know nothing about SMSFs but you can simply go to this website that presents a shopping trolley of all the things that you need depending upon ...

Planners locked out of SMSFs

MICHAEL HOBBS  |  WEDNESDAY, 16 DEC 2009
A fee for service model for SMSFs could result in a segment of financial planners locked out of the fastest growing superannuation sector. The Cooper Review's Phase Three - Issues Paper raises the financial planning remuneration issue and questions ...

SMAs to turbocharge SMSFs

MICHELLE BALTAZAR  |  TUESDAY, 15 DEC 2009
The Cooper Review highlights separately managed accounts (SMAs) as an appealing platform for SMSFs, and has challenged the industry to come up with fresh answers on how SMAs can be adopted widely. The issues paper released yesterday highlighted the ...

Cooper Review calls for SMSF structure overhaul

MICHAEL HOBBS  |  TUESDAY, 15 DEC 2009
... it deals with illegal early release schemes, the credentials of accountants and financial planners that offer advice to SMSFs and whether certain financial assets currently allowed should be banned. The Issues Paper on the structure of super funds, including ...

Universal model tough to execute

RUTH LIEW  |  TUESDAY, 15 DEC 2009
... with no choices needed to be made by the member, noted the report. With the other sections of the model centered around SMSFs, choice and disconnected members, the idea is to place members at the heart of super. However, Andrew Barr, Australian Institute ...

Super up again to $1.2 tr

ALEX DUNNIN  |  FRIDAY, 11 DEC 2009
... billion. Not-for-profit funds with a combined total of $427 billion in assets lead the pool however, closely followed by SMSFs. Contemporary platforms with $254 billion, according to Rainmaker, are a distant third. Total contributions are estimated by ...

SMSFs turn to advisers

MICHAEL HOBBS  |  MONDAY, 7 DEC 2009
... investors are more likely to change their portfolio because of market volatility, the survey found. The survey also found SMSFs are looking to increase their fund contributions and are seeking to cut their exposure to cash, fixed income and managed funds. ...

AXA Asia Pacific taps SMSFs, restructures fees

MICHELLE BALTAZAR  |  TUESDAY, 1 DEC 2009
AXA Asia Pacific makes a big push into the SMSFs sector, flags plans to remove all entry, exit and trail commission products from its APLs and unbundle advice fees from product fees on all of AXA's on-sale products. In an investor presentation today ...