Search Results | Showing 181 - 190 of 359 results for "self-managed super" |
| | | ... is the first time fixed income investments have surged since December 2008, noted the survey based on 1,200 self managed super funds (SMSF). Exposure to fixed-income managed funds remained unchanged at 3 per cent from the previous quarter. "This move ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... several funds management companies. LimeStreet Capital's research report questions why super funds, including self managed super funds (SMSF), lack meaningful exposure to the local resource industry given its capital requirements. The report argues the ... |
| | | | ... 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 differentiate ... |
| | | | ... said 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 ... |
| | | | 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 ... |
| | | | ... years. 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 ... |
| | | | ... individual 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 ... |
| | | | The Self Managed Super Fund Professionals' Association of Australia (SPAA) has appointed Macquarie Bank executive director, David Shirlow, as a director of its board. At Macquarie, Shirlow assisted financial advisers with technical support through his ... |
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