Search Results | Showing 141 - 150 of 282 results for "Self-Managed Super Fund" |
| | | ... shares customised for their specific needs. The service is targeted at higher net worth investors and self managed super fund customers looking for exposure to direct shares and managed funds with the support of professional investment management and ... |
| | | | Planners are noticing an upward shift in SMSF investor sentiment towards fixed income investments, as attractive yields and increasing interest rates draw investor interest, new research shows. According to the latest Multiport SMSF Investment Trends ... |
| | | | ... Investec Asset Management's local managing director, Mark Samuelson, has outlined plans to target the self managed super fund (SMSF) market and flagged launching more strategies if proposed tax changes occur. The firm's assets under management rose to ... |
| | | | Wilson HTM Investment Group's financial advisory arm is targeting the self managed super fund (SMSF) sector to attract more business and assessing opportunities to develop their own financial products. Chris Saunders, who joined Wilson HTM more than ... |
| | | | Super funds should step up to the plate and help with the Australian resources $50-billion funding gap, according to several funds management companies. LimeStreet Capital's research report questions why super funds, including self managed super funds ... |
| | | | Wealth management firm Yellow Brick Road, headed by Wizard Home Loans founder Mark Bouris, plans to make a big mark in the self managed super funds (SMSFs) market by providing "advice on tap", signing a deal with managed account provider OneVue to help ... |
| | | | ... 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 member ... |
| | | | 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 ... |
| | | | ... 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 businesses. ... |
| | | | ... 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 to access tax ... |
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