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Showing 161 - 170 of 264 results for "SMSF sector"

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... desire to retain control over their investments - which is perhaps unsurprising given the significant overlap with the SMSF sector. "When you get to the advanced stage of a market, a lot of people feel that they can do it on their own," said Hamilton ...

IGR proves current welfare level is unsustainable: FSC

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
... Slattery said that "there is much more to be done to encourage lesser dependence on the Age Pension" and added that "the SMSF sector is showing what can be achieved in terms of retirees acting responsibly with 93% in the draw-down phase opting to take ...

Big four banks missing out on customer wealth management

ALEX BURKE  |  TUESDAY, 24 FEB 2015
... industry communications director Norman Morris believes the lag in wealth management business is due to leakage to the SMSF sector and industry funds. "With superannuation being the major component of wealth management, the big banks are facing tough ...

SPAA rebrands as SMSF Association

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 11 FEB 2015
... executive Andrea Slattery, the change occurred because the organisation needs to "[reflect] the importance of the SMSF sector and the breadth of its membership". The new name is also "simpler and more intuitive," she argued. In operation since January ...

SMSF sector enters next phase

LAURA MILLAN  |  MONDAY, 9 FEB 2015
The self-managed super fund (SMSF) sector is entering the stage of maturity as benefit payments surpass contributions for the first time. This industry tipping point was confirmed with the recent release of the Australian Taxation Office (ATO) statistical ...

SPAA backs government position on SMSFs

STAFF WRITER  |  WEDNESDAY, 21 JAN 2015
... key principles of superannuation are positive signs for trustees. Slattery added that increased surveillance of the SMSF sector by the ATO and ASIC is also a positive sign. "The other critical element to assist in building consumers' confidence that ...

ASIC acts on 440 SMSF auditors

LAURA MILLAN  |  THURSDAY, 18 DEC 2014
... given up to two attempts to pass the exam and ASIC extended the period to pass the exam to 31 August 2014. "As the SMSF sector continues to grow in popularity with Australian investors, it is critical that SMSF auditors play their key gatekeeping role," ...

Laminar fund wins award for innovation

JAMES FERNYHOUGH  |  TUESDAY, 2 DEC 2014
... shortlisted finalists, VIFMA chair, John Gall OAM said: "Laminar was chosen because of its innovation in targeting the SMSF sector offering fixed interest investment opportunities not normally available and at the same time providing small companies ...

IRESS and Class Super partner to target SMSF accountants

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
... are increasingly seeing accountants and wealth managers operating together to provide consolidated services to the SMSF sector," IRESS executive product manager for wealth Aaron Knowles said. "With the stringent ATO auditing and reporting requirements ...

HOSTPLUS to launch lifecycle option

JAMES FERNYHOUGH  |  FRIDAY, 19 SEP 2014
... up of investment choices like Choice Plus and the IFM Investors Australian Infrastructure Fund, this will give the SMSF sector access to some assets quite unique to HOSTPLUS - for example the unlisted infrastructure. I think we've got a very compelling ...