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Showing 1261 - 1270 of 1391 results for "SMSFS"

Capital protection should be core to satellite

MICHELLE BALTAZAR  |  FRIDAY, 28 AUG 2009
... returns if used together with a tailor-made capital protection strategy, said an asset design consultant for planners and SMSFs. Tony Rumble, founder of Alpha Structured Investments, designed financial products with capital protection in 2005, a time ...

SMSFs miss Asian equities boom

RUTH LIEW  |  MONDAY, 24 AUG 2009
... difficult by their own nature - due to currency risk and volatility," he said. Investors, particularly those with lower value SMSFs, tend to directly invest and as such prefer the ease and accessibility of the local equities market. However, SMSF investors ...

SMSFs targeted in $428k swindle

ASIC RELEASE  |  FRIDAY, 21 AUG 2009
... non-parole period of two and a half years. White was a director at PFS Business Development Group, a company that set up SMSFs for clients. During the process of setting up an account, which he strongly encouraged, clients signed a form that included ...

FPA and SPAA sign MOU

COMPANY RELEASE  |  WEDNESDAY, 12 AUG 2009
... important to share knowledge, skills and ideas where they meet the needs of both memberships," said Bloch. "Many FPA members use SMSFs as effective superannuation structures for clients and will benefit from the MOU." Both associations have mutually ...

ASIC cracks down on MIS scammer

ASIC RELEASE  |  FRIDAY, 7 AUG 2009
... raised approximately $7.9 million from over 200 investors through these companies. These investors included members of 26 SMSFs which ASIC alleged had been set up with the assistance of Lovell and Life Super. "ASIC commenced its proceeding in the Supreme ...

Downturn presents brand opportunity

MICHAEL HOBBS  |  FRIDAY, 31 JUL 2009
... conducted research to get people's perception of super funds and the industry using two focus groups: active members (such as SMSFs) and those who are indifferent to their super. The firm found that while superannuation had been on the front pages of ...

SMSF intl equities allocation halves

MICHAEL HOBBS  |  TUESDAY, 28 JUL 2009
... has almost halved over a one and a half year period. The Multiport SMSF Survey - June 2009, which randomly selects 1,000 SMSFs it administers, found allocations to international shares had fallen from nearly 14 per cent in December 2007 to seven per ...

BGL signs on to OneVue SMA

COMPANY RELEASE  |  MONDAY, 13 JUL 2009
More than 250,000 SMSFs can now more easily access SMAs after OneVue scored a major deal with BGL Financial Services. The white-labelled product will be known as SMSF Invest, and will be distributed by SMSF software provider BGL Corporate Solutions. ...

Super assets drop to $1.03trn

ALEX DUNNIN  |  FRIDAY, 26 JUN 2009
... funds to $52 billion. Research from Rainmaker reveals that assets of self-managed funds fell to $320 billion, confirming SMSFs as the larger segment of the market by a significant margin. Corporate master trust assets increasing marginally to $65 billion ...

Super assets to hit $2 trn by 2015: Deloitte

MICHAEL HOBBS  |  THURSDAY, 25 JUN 2009
... Deloitte predicts assets under the superannuation industry to hit $2 trillion in under six years, with industry funds and SMSFs taking the lion's share of projected post-retirement assets. Deloitte's actuaries, using the firm's superannuation model which ...