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Showing 1611 - 1620 of 2562 results for "SMSF"

Calastone launches automated reporting tool

LAURA MILLAN  |  MONDAY, 14 JUL 2014
Calastone network users will be able to electronically communicate half yearly distribution income information from December. The new tool will automate distribution and communications between accountants managing self-managed super funds (SMSFs) and ...

ASX mFunds FUM already ahead of ETFs

ALEX DUNNIN  |  FRIDAY, 11 JUL 2014
While it's only been a few months since the ASX launched its mFunds service, funds listed on the exchange based platform already exceed the value of Exchange Traded Funds (ETF). According to the ASX, 12 of 48 foundation investment managers have already ...

HOSTPLUS nearly ready for SMSF infra investments

JAMES FERNYHOUGH  |  WEDNESDAY, 9 JUL 2014
... Australian Prudential Regulation Authority (APRA), the fund's chief investment officer Sam Sicilia has said. The option will allow SMSF investors to take advantage of HOSTPLUS' scale as an institutional investor to access unlisted infrastructure investments. ...

Advice firm chooses MDAs over platforms

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
... and $160 million in assets under advice. It currently uses Westpac's Asgard, Macquarie Wrap and self-managed super funds (SMSF) Class Super. Moran Howlett will be transitioning to managedaccounts.com.au, which was recently listed in the Australian Securities ...

Investors Mutual gets in on LIC act

MARK SMITH  |  MONDAY, 7 JUL 2014
... investors and their advisers. "We want to offer a ready-made portfolio of shares which offers diversification outside of what SMSF investors already own. Some of the other portfolios available on the ASX can leave investors highly concentrated in the ...

FEATURE: In search of the missing asset class

MARK SMITH  |  FRIDAY, 4 JUL 2014
... Australia's institutional allocation is not just low - it is rock bottom, the lowest of all OECD members. The self-managed super (SMSF) sector is even more thinly spread across fixed income assets. Figures sourced by Rice Warner and cited by the Australian ...

Adviser appetite for infrastructure investments increasing

MARK SMITH  |  FRIDAY, 4 JUL 2014
... infrastructure Geoff Frankish. Currently infrastructure investments make up less than 1% of the average self-managed super fund (SMSF) but Frankish says advisers are beginning to understand the value of increasing allocations in their clients' portfolios. ...

Citi develops white label banking for industry funds

JAMES FERNYHOUGH  |  FRIDAY, 4 JUL 2014
Citi is offering to white label its retail banking services for industry super funds as a way of stemming the outflow to retail funds and self-managed super funds (SMSFs), Financial Standard can reveal. In what could prove a lifeline to industry funds ...

Retail fund members most unsatisfied: Roy Morgan

JAMES FERNYHOUGH  |  WEDNESDAY, 2 JUL 2014
... financial performance of your [investment type]?" Roy Morgan Research's Norman Morris commented: "With the expansion of the SMSF sector, satisfaction with financial performance is increasingly a factor that fund managers should be taking notice of. It ...

Retail fund members most unsatisfied: Roy Morgan

JAMES FERNYHOUGH  |  WEDNESDAY, 2 JUL 2014
... financial performance of your [investment type]?" Roy Morgan Research's Norman Morris commented: "With the expansion of the SMSF sector, satisfaction with financial performance is increasingly a factor that fund managers should be taking notice of. It ...