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Showing 2041 - 2050 of 2562 results for "SMSF"

Industry funds ride SMSF wave

MELANIE TIMBRELL  |  FRIDAY, 20 JUL 2012
Within 24 months, all large industry and corporate super funds will be offering SMSF-like capability to members. That is the prediction of Ian Dunbar, head of investment platforms at UBS Australia, which together with FNZ Australia developed the platform ...

SMSF contributions spike ahead of cap

MELANIE TIMBRELL  |  THURSDAY, 19 JUL 2012
SMSF contributions were up close to $7000 in the 2011/12 financial year driven by over 50s getting in ahead of the $25,000 concessional cap introduction on July 1 this year. The latest Multiport SMSF Investment Patterns Survey showed the average contribution ...

SFG rolls out FOFA-ready MDA

MELANIE TIMBRELL  |  THURSDAY, 19 JUL 2012
... solution enabling clients to remain in control of portfolio changes, making it a targeted offering for high net worth and SMSF investors, according to Fenning. "There have been many attempts across the industry to deliver a mainstream managed discretionary ...

Govt targets early release schemes; defers SMSF transfer ban

MELANIE TIMBRELL  |  MONDAY, 16 JUL 2012
... other regulatory news, the government has deferred the proposed ban on off-market transfers between self-managed super funds (SMSF) and related parties where a market exists, until July 1, 2013. The SMSF Professionals Association of Australia (SPAA) ...

ASIC closes in on SMSF advice firms

LINDA HAUSKEN  |  FRIDAY, 13 JUL 2012
... two companies have raised approximately $4.75 million from more than 200 investors. Royale and Active were offering their SMSF clients' shares in companies based in the US and the British Virgin Islands, when the appropriate disclosure documents had ...

Investors ignoring credit

BEN COLLINS  |  FRIDAY, 13 JUL 2012
Retail investors are ignoring the middle ground between equity and fixed interest, "bar-belling" portfolio asset allocation between the two extremes, according to a paper released by boutique global credit manager, Bentham Asset Management. "I am quite ...

NAB launches margin loan product for SMSFs

LINDA HAUSKEN  |  FRIDAY, 13 JUL 2012
NAB Wealth has launched NAB Super Lever, a standard margin loan product that lets SMSF investors borrow money to invest in listed shares and unlisted managed funds. The product allows self managed super fund (SMSF) investors to borrow a minimum of $20,000 ...

Advisers optimistic on SMSFs despite changing skill set

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
Financial advisers are still expecting SMSF revenues to increase as a percentage of their practice revenue, despite cost of advice falling and the specialist skills required. The Vanguard/Investment Trends Self Managed Super Fund Planner Report showed ...

My Adviser offers accountants licensing package

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
... up to 10,000 accountants will be looking to take advantage of the current legislative changes to move into the sphere of SMSF advice. "There is a significant opportunity for accountants to licence themselves sooner rather than later," said Sheehan. "At ...

Highly educated SMSF investors prime fraud targets

MELANIE TIMBRELL  |  TUESDAY, 10 JUL 2012
... AIST would be urging super funds to enhance fraud communications with soon-to-retire members or those rolling funds into the SMSF sector. Clare said the groups typically operate from outside Australia, with John Lawler, chief executive of the ACC adding ...