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Showing 1601 - 1610 of 2562 results for "SMSF"

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
More than half (55%) of SMSF financial planners expect referrals from external accountants to be a future source of clients, CoreData's 2014 SMSF Professional Report reveals. Overall, three-quarters of all SMSF intermediaries expect 10% growth in their ...

Select brings Neuberger Berman hedge fund strategy to Australia

MARK SMITH  |  FRIDAY, 25 JUL 2014
... Select Fund Services has made a Neuberger Berman fund-of-hedge-funds strategy available to retail and self-managed super fund (SMSF) investors. The launch of the Neuberger Berman ARMS Trust gives local investors access to the firm's Absolute Return Multi ...

ASIC obtains court orders against former Ballast adviser

LAURA MILLAN  |  THURSDAY, 24 JUL 2014
... of its investigation into the adviser's use of investor funds, which were largely from self-managed superannuation funds (SMSF). ASIC is not investigating the conduct of Ballast itself, but its former authorised representative will not be able to provide ...

SMSF service industry comes of age: Survey

MARK SMITH  |  TUESDAY, 22 JUL 2014
A newly published survey of the self-managed super fund (SMSF) sector reveals a large, flourishing and enormously diverse industry, with no single business model dominating. Jointly published by the SMSF Professionals' Association of Australia (SPAA) ...

BT asks for full adviser disclosure to consumers

LAURA MILLAN  |  MONDAY, 21 JUL 2014
... rights, and the adviser's responsibility under the Best Interests Duty, shows FoFA has moved in the right direction." The SMSF Professionals' Association of Australia (SPAA) also welcomed the government's initiative for an adviser public register. "This ...

SMSFs stung by $1M property Ponzi scheme

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... 71-year-old man from Victoria, has been charged for illegally obtaining more than $1 million from self-managed super fund (SMSF) investors to fund property development. Patrick obtained the money from 14 investors between 2007 and 2010 and has been charged ...

New Investors Mutual LIC gets rating and platform approval

MARK SMITH  |  THURSDAY, 17 JUL 2014
... also being of note. Zenith said: "IML's philosophy is ideally suited to a LIC, given the sector is strongly supported by the SMSF market, which seeks preservation of capital and income. "Zenith sees QVE as a LIC with solid potential as part of a diversified ...

ASIC concerned about SMSFs, warns spruikers

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
The sharp rise in promoters recommending Australians to use their self-managed super fund (SMSF) to invest in property has led the Australian Securities and Investments Commission (ASIC) to remind property developers that they need a license to operate. ...

SMSFs get off lightly in FSI interim report

JAMES FERNYHOUGH  |  WEDNESDAY, 16 JUL 2014
... report dedicated a short section to SMSFs, in which the main issue was the possible introduction of a threshold below which an SMSF cannot be set up. The report asked for further feedback on this issue, as well as on the question: "To what extent should ...

FSI zeroes in on vertical advice and retirement income

LAURA MILLAN, JAMES FERNYHOUGH  |  TUESDAY, 15 JUL 2014
In its interim report released today the Financial System Inquiry (FSI) has suggested that the vertically integrated structures may be reducing the quality of financial advice that consumers receive. The FSI has asked stakeholders to consider different ...