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Showing 131 - 140 of 359 results for "self-managed super"

Fortnum launches UMA to protect SMSF retirees

MATT WOODINGTON  |  THURSDAY, 8 SEP 2011
Fortnum Financial Advisers has launched a new unified managed account providing protection for self managed super funds in the pension draw down phase. The e-Clipse unified managed account (UMA), which is supported by global partners P2group and Milliman ...

SMSFs cash deposits reflect volatility

ELISE BURGESS  |  FRIDAY, 2 SEP 2011
... SMSFs in Australia has grown by $40 billion since May 2009 to $113 billion. The Vanguard / Investment Trends Self Managed Super Funds (SMSF) Report, released yesterday, found market volatility was the main cause behind SMSF trustees preference for cash ...

Fiducian plans further client portfolio buys

MATT WOODINGTON  |  WEDNESDAY, 31 AUG 2011
... bases to be served in those areas. Other plans for the year ahead include further expansion of an independent self managed super fund administration facility to support financial planners through Fiducian Business Services. "The board and I expect profits ...

SPAA calls for fraud net to be cast wider

MATT WOODINGTON  |  TUESDAY, 9 AUG 2011
... compensation measures following the recent collapse of Trio Capital, which saw investors, some of which were self managed super funds, unable to access compensation. The last resort compensation scheme that applies to APRA regulated funds on fraud and ...

Market plunge exposes system weakness: Cooper

MATT WOODINGTON  |  MONDAY, 8 AUG 2011
... According to Rainmaker, retail funds hold 36% of their assets in Australian equities, while not for profit and self managed super funds have 30% each. The typical member of a super fund has a further 23% invested in International equities and would have ...

superMate upgrades for SMSFs and advisers

LOREN RUGEBREGT  |  MONDAY, 8 AUG 2011
Self managed super fund software tool, superMate has upgraded its offering to help minimise the administration work of actively traded share portfolios by 30%. Financial advisers can now customise transaction feeds from platforms and brokers to receive ...

PIMCO urges SMSFs to get active

MATT WOODINGTON  |  WEDNESDAY, 20 JUL 2011
... S&P/ASX 200 Accumulation Index, returned 7.21% annually over the same period. "For investors, particularly self managed super fund investors holding unallocated cash from super contributions, investing in an actively managed Australian bond fund might ...

Class Super adds actuarial SMSF service

MATT WOODINGTON  |  MONDAY, 18 JUL 2011
Self managed super fund administration provider Class Super is using cloud computing to offer automated actuarial certificate data transfers for SMSF clients. Class Super, developed by Class Financial Systems, said it will provide real time access to ...

SMSF trustees are looking for mentors

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
... the 17th Annual Rainmaker Sales and Marketing Symposium yesterday. Andrea Slattery, chief executive of the Self Managed Super Fund Professionals' Association (SPAA), produced research showing the majority of trustees had a genuine desire to be responsible ...

Super industry reviews carbon tax impact

ALISON BEVEGE  |  MONDAY, 11 JUL 2011
... implementation phase that the announcement necessitates," she said. Andrea Slattery, chief executive of the Self Managed Super Fund Professionals' Association, said it was continuing to review the policy and its implementation to work out what the flow-through ...