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Showing 1991 - 2000 of 2562 results for "SMSF"

Super FUM up 13%

ALEX DUNNIN  |  THURSDAY, 22 NOV 2012
... sector, increasing 16.8% through the year. Leading public sector super funds increased 15.6%, while self managed super funds (SMSF) were up 13.1%. The broad retail super fund sector increased 9.7%, significantly ahead of corporate funds which increased ...

Understand borrowing laws warns ATO

BEN COLLINS  |  THURSDAY, 22 NOV 2012
... Given that the fine details are important, Quigley warned trustees to be sure that property is the right investment for their SMSF and that the arrangement is legal. "We have also seen instances where holding trusts have not even been established at ...

Investor cash obsession worries wealth creators

MARK SMITH  |  MONDAY, 19 NOV 2012
... at upwards of 5%. Meanwhile, the research house says, the wall of cash continues to grow. The report indicates that 18% of SMSF investors intend to further increase their cash allocation in the coming month, while less than 5% intend to decrease their ...

Adviser retraining delivers in spades: BT

MARK STORY  |  FRIDAY, 16 NOV 2012
A mentoring and retraining programme that's been rolled out to half the 450 financial advisers within the BT-owned dealer group, Securitor has already delivered a significant revenue (fees-based) boost after one year. Dubbed 'taking back control', Matt ...

Retirement solution upside for investment managers: Oliver Wyman

MARK STORY  |  FRIDAY, 16 NOV 2012
... allocations to passives which he links to 'alpha disillusionment' - a trend he said has further to run. Given that only 15% of SMSF asset allocation goes into managed products, Hook said another real challenge/opportunity confronting investment managers ...

FPA calls for greater scrutiny of fund managers

MARK SMITH  |  WEDNESDAY, 14 NOV 2012
Fund managers must be held to account just like financial planners, says The Financial Planning Association's Dante De Gori. Research from State Street published yesterday showed that less than half of Australian's believed advisers acted in the best ...

Market anxiety shrouds SMSF appetite for equities

MARK SMITH  |  WEDNESDAY, 14 NOV 2012
... not kept pace with the rise in value shown by the strong recent performance of the Australian share market, the Multiport SMSF Investment Patterns Survey for September shows. The survey covered 1900 funds with a total of $1.5 billion in funds under management ...

Financial Standard names FS Smileys finalists

STAFF JOURNALIST  |  FRIDAY, 9 NOV 2012
The 2012 finalists of the Financial Standard Social Media Influence, Leadership + Excellence Scholarship (or "the Smileys"), sponsored by Zurich, were announced today ahead of the awarding of the Scholarship in Melbourne next week. The 12 finalists ...

Litigation risk to force advisers into multi-asset options: Russell

MARK SMITH  |  FRIDAY, 9 NOV 2012
... particular manager." The threat of potential legal action, especially from better resourced and potentially more litigious SMSF investors is, according to Fletcher, another real concern planners should consider. "The question advisers need to ask themselves ...

CareSuper scoops SelectingSuper awards

BEN COLLINS  |  THURSDAY, 8 NOV 2012
... the award winners and finalists have demonstrated in the past 12 months," he said. Multiport took out the award for best SMSF administrator, earned by the service provider that offers to financial advisers and other intermediaries, such as accountants ...