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Showing 121 - 130 of 307 results for "SMSF trustees"

mFund take-up slower than expected

LAURA MILLAN  |  TUESDAY, 10 NOV 2015
... and added that mFund can help diversify retail portfolios. About 85% of investors transacting through mFund are SMSF trustees and the average transaction size is $25,000, which is usually the minimum transaction size for funds in mFund.

SMSFs welcome no dumping of LRBAs

DARREN SNYDER  |  SUNDAY, 8 NOV 2015
... Products for Retirement (CIPRs). SISFA's stance is in line with comments made by AMP's Peter Burgess on Monday that SMSF trustees and practitioners should not be left out of the discussion on longevity risk. In joint statement SISFA executives said they ...

SMSFs and infrastructure a good investment

DARREN SNYDER  |  MONDAY, 2 NOV 2015
... bonds. Another possibility is ASX-listed infrastructure funds. Whatever the mechanism, it should be remembered that SMSF trustees prefer to invest directly with total SMSF investment in managed funds now standing at only 5.1%," Slattery said. She added ...

AMP to launch SMSF trustee course

DARREN SNYDER  |  MONDAY, 19 OCT 2015
... government was considering Comprehensive Income Products for Retirement (CIPRs) for APRA regulated super funds, SMSF trustees and practitioners have to be careful "we're not being left behind in this discussion on longevity risk." "Does requiring SMSF ...

CBA launches online SMSF portfolio

ALEX BURKE  |  MONDAY, 28 SEP 2015
... significant opportunity for CommBank to support the growing Australian SMSF sector, which comprises more than one million SMSF trustees," said CBA head of SMSF customers Marcus Evans. "As a result, we have enhanced our SMSF offering by combining digital ...

Adviser linked to Spring FG banned for document forgery

LAURA MILLAN  |  THURSDAY, 3 SEP 2015
... clients financial services guides and statements of advice and he was not licensed or authorised to provide advice to SMSF trustees.

Pengana and PanAgora strike new deal

DARREN SNYDER  |  THURSDAY, 27 AUG 2015
... investor demographics - an ageing population combined with a growing number of engaged, high net-worth investors and SMSF trustees - was driving greater demand for funds focused on delivering absolute returns and capital preservation during prolonged ...

BMR debuts 15-minute SMSF

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... has been a long-time supporter of BMR Corporate Solutions - their service has transformed the way we deal with new SMSF trustees. What used to be a multi-day process is now completed in 15 minutes."

CBA enlists SuperIQ for SMSF service

ALEX BURKE  |  THURSDAY, 20 AUG 2015
... Under the brand Commonwealth SMSF - and using the Member Dashboard software developed by SuperIQ - CBA will issue SMSF trustees with consolidated investment strategy, contribution cap and pension monitoring facilities, alerts, and document and reporting ...

Class supports nabtrade data feed

STAFF WRITER  |  TUESDAY, 28 JUL 2015
... be available on Class' wealth accounting cloud software platforms Class Super and Class Investment Reporter. "As SMSF trustees and investors realise the benefits of diversification from a risk and volatility perspective, there is increasing interest ...