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Showing 1511 - 1520 of 1833 results for "Managed Super"

APRA contacts funds on rollover fraud

MICHAEL HOBBS  |  THURSDAY, 6 MAY 2010
... said the tax office had warned them about counterfeit Australian Business Register (ABR) letters regarding self managed super fund (SMSF) registration. The ABR document provides the details on an existing SMSF that is not associated with the requesting ...

Class Super accelerates member reports

PRESS RELEASE  |  WEDNESDAY, 5 MAY 2010
Self managed super fund (SMSF) administrators, accountants and trustees will be able to automate fund member reports after Class Financial Systems upgraded its technology. Richard Barber, chief executive at Class Financial, said many groups managing ...

Ord Minnett raises $600 million

MICHAEL HOBBS  |  MONDAY, 3 MAY 2010
... years. Gunning said he is looking for financial advice experts in assisting high net worth clients, including self managed super fund (SMSF) trustees. Gunning runs Ord Minnett Private Wealth, Portfolio Services, Funds Management and Corporate Finance ...

Diversa appoints ex-Souls fundie

COMPANY RELEASE  |  WEDNESDAY, 28 APR 2010
Superannuation administrator Diversa has appointed Souls Funds Management co-founder Vincent Parrott as head of funds management for the Diversa Group. Parrott worked in leadership roles within the institutional funds management sector for AMP, SBC ...

AXA upgrades insurance in super

PRESS RELEASE  |  WEDNESDAY, 28 APR 2010
... individual life at AXA Australia. AXA Australia customers can now link their non-super trauma and TPD options to a self managed super fund (SMSF)-owned life insurance plan, as a result of the upgrade. Rosengren said this enhancement allows customers ...

NAB/AXA merger not anti-competitive: research

MICHELLE BALTAZAR  |  FRIDAY, 23 APR 2010
... cent of the market with the majority 70 per cent, in fact, shared between industry funds, government funds and self-managed super funds (SMSF). To exclude these major competitors (industry funds and SMSFs) from the analysis of the takeover would be wrong ...

SPAA appoints Shirlow to board

SPAA RELEASE  |  TUESDAY, 20 APR 2010
The Self Managed Super Fund Professionals' Association of Australia (SPAA) has appointed Macquarie Bank executive director, David Shirlow, as a director of its board. At Macquarie, Shirlow assisted financial advisers with technical support through his ...

Trustees urged to review power of attorney

MICHAEL HOBBS  |  THURSDAY, 15 APR 2010
Self managed super fund (SMSF) trustees should look over the fine print of their enduring powers of attorney documents for their fund because state and territory law can affect when and how that power is moved. Enduring power of attorney refers to the ...

OneVue and BGL to white label UMA

MICHAEL HOBBS  |  TUESDAY, 13 APR 2010
... The service, UMA Select, provides AFS advisers with technology that assists with the initial client contact, self managed super fund (SMSF) formation and generating daily reports for clients. UMA Select includes an investment menu that integrates a separately ...

Accounting bodies launch SMSF learning tool

COMPANY RELEASE  |  TUESDAY, 30 MAR 2010
CPA Australia has teamed up with the Institute of Chartered Accountants in Australia and the National Institute of Accountants to develop a free online training tool for SMSF trustees. The tool, Self Managed Superannuation Fund Trustee Education Program ...