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Showing 1311 - 1320 of 1386 results for "SMSFs"

SMSFs keep portfolios unchanged

MICHAEL HOBBS  |  THURSDAY, 17 JAN 2008
As many investment managers scramble to reformulate their strategies amid the market turmoil, SMSFs are staying put, according to SMSF professionals. Graeme Colley, superannuation strategy manager at ING, said, "The asset allocations might move four ...

SMSFs lead charge

Self managed super funds (SMSFs) are fast closing in on retail funds as the largest super fund segment by total assets, based on the latest APRA statistics released last month which showed SMSFs posting higher growth than retail and other fund segments. ...

The golden age of SMSFs

MICHAEL HOBBS  |  FRIDAY, 30 NOV 2007
The post retirement sector is expected to grow at 27 per cent in the next five years, with the self managed super funds (SMSF) sector set to grow at nearly twice that rate, according to Andrew Gale, partner at Trowbridge Deloitte. Speaking at the Financial ...

SMSFs save via industry fund schemes

CHRIS NICHOLLS  |  THURSDAY, 22 NOV 2007
Industry super funds' direct share investment options are tempting some self managed super funds (SMSFs) to rollover their accounts to save themselves the administration burdens and still keep the flexibility. Julie Lander, CARE Super chief executive ...

KNM appoints wealth head

MICHAEL HOBBS  |  WEDNESDAY, 7 NOV 2007
... Victoria," he said. For 25 years KNM has providing insurance risk advice to more than 4000 clients including small businesses, SMSFs, accounting practices and individual clients in Queensland.

ATO fines SMSF $62k

MICHAEL HOBBS  |  MONDAY, 29 OCT 2007
... understand their legal and regulatory obligations as they are legally responsible for managing their fund," Vivian said. "SMSFs which do not comply with the legislation are at risk of prosecution, penalties and additional tax." She said the Tax Office ...

Fiducian launches India fund

MICHAEL HOBBS  |  THURSDAY, 18 OCT 2007
... power of the up and coming consumer," he said. The fund is available to wholesale investors and self-managed super funds (SMSFs) through Fiducian's platform. "The India Fund is not aimed at any particular investor, we've attempted to provide solid asset ...

SMSFs navigate savings

CHRIS NICHOLLS  |  WEDNESDAY, 17 OCT 2007
Self managed super funds (SMSFs) could be the next big client segment of Aviva's Navigator platform, thanks to their online account linking service, according to general manager of wealth management products, Andrew Barker. The feature, which treats ...

Multiport MAs tops $200 million mark

CHRIS NICHOLLS  |  MONDAY, 8 OCT 2007
... accounts service is primarily used by boutique dealer groups, which offer individually managed discretionary accounts to SMSFs, individuals, companies, trusts and charitable foundations. Chief executive John McIlroy said while progress had been slow ...

Calliva gives SMSFs direct property route

CHRIS NICHOLLS  |  MONDAY, 8 OCT 2007
Boutique financial services group Calliva has taken advantage of recent changes in borrowing legislation for self managed super funds (SMSF) to offer direct commercial property investments via loans. Calliva's SuperAccess allows a super fund to finance ...