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Showing 1981 - 1990 of 2562 results for "SMSF"

Retail Super Funds tank in satisfaction-stakes

MARK STORY  |  FRIDAY, 21 DEC 2012
... Industry funds all scoring over 50% satisfaction. "Our research shows that the major reason that people are switching to SMSF's are associated with the poor investment performance and the level of fees and charges and as a result their funds are moving ...

SMSF growth highest in five years

MARK STORY  |  FRIDAY, 14 DEC 2012
The number of new SMSF funds established for the 2011/12 year was 36,270, the highest in five years and the second highest ever, according to the latest ATO update. The number of windups for the same period was 994, the lowest ever by nearly 4,000. ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
... partly inspired by the continued growth in self managed superannuation funds (SMSFs). "We are seeing more demand for the SMSF structure and the private wealth division will provide a truly holistic service for SMSFs, encompassing a client's total financial ...

Investors turn from cash to fixed income: UBS

MARK STORY  |  WEDNESDAY, 12 DEC 2012
With the market already pricing in 2.5% as the bottom of the cash rate cycle, Abby Macnish associate director with UBS expects 2013 to deliver a steady migration out of cash into fixed income, and then into equities as investor risk appetite continues ...

SPAA welcomes Gov's tick of approval

BEN COLLINS  |  WEDNESDAY, 12 DEC 2012
... government decision to recognise its fund auditing qualification as a win for professionalism. The program offered by the SMSF Professionals' of Australia (SPAA) has always been about raising the bar to the highest possible standards for auditors in ...

One-stop admin and investment shops target SMSFs

MARK STORY  |  TUESDAY, 11 DEC 2012
... other debt instruments - notably large fund managers and major banks - are well positioned to aggressively move into the SMSF fund administration space currently dominated by accountants, according to Chris Lumby head of SMSF at BT. He says recent manoeuvres ...

Jury out on AFSL uptake by accountants

BEN COLLINS  |  THURSDAY, 6 DEC 2012
Some accountants could have no choice but to take up the proposed Australian Financial Services License when it is finalised to retain their existing clients. Minister for financial services and superannuation Bill Shorten last week released draft regulation ...

Brett Kenny joins SPAA board

STAFF JOURNALIST  |  FRIDAY, 30 NOV 2012
The SMSF Professionals' Association of Australia (SPAA) yesterday announced the appointment of Brett Kenny to the SPAA Board. He brings a wealth of experience as well as knowledge about the organisation to this role, having been actively involved in ...

Flexibility not returns, drive SMSFs

ALEX DUNNIN  |  TUESDAY, 27 NOV 2012
... internet survey of 279 respondents, was conducted by Rice Warner Actuaries (RWA), sponsored by Vanguard and supported by the SMSF Professionals Association of Australia (SPAA). Michael Rice, managing director of RWA, said 95% of SMSF trustee cited investment ...

Aging SMSF trustees revert to managed solutions

MARK SMITH  |  TUESDAY, 27 NOV 2012
... explained. "Ongoing and efficient administration is critical to the success of any super fund and just as much so with a SMSF," he continued. "Extensive compliance requirements prevail that change over time. As people age, how many will want to spend ...