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Showing 2331 - 2340 of 2562 results for "SMSF"

APRA targets illegal early release on super

RUTH LIEW  |  MONDAY, 8 FEB 2010
... personal information provided in communication to fund members, for instance. Secondly, it's important to confirm that the SMSF is regulated. This will help to verify that the transfer/rollover is to a regulated superannuation fund. For instance, APRA-regulated ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
Platform and admin providers have less than three weeks to map out a bid that could secure them a landmark contract from a new planning syndicate led by Wizard founder Mark Bouris and ex-Genesys head Ray Miles - but details of the bid suggest any deal ...

SMSFs buy more Aussie shares

RUTH LIEW  |  TUESDAY, 19 JAN 2010
... The average contribution flow for the half year has been a "healthy $16,000". But rather than parking the money in cash, SMSF investors are once again putting their funds into the equities market to make the most out of the rebound. Direct shares, which ...

AFS to launch SMSF admin service

MICHAEL HOBBS  |  TUESDAY, 19 JAN 2010
Australian Financial Services (AFS) Group is launching a self managed super fund (SMSF) administration service that could halve the time required to set an SMSF. Peter Daly, managing director and group chief executive at AFS Group, said the administration ...

Planners locked out of SMSFs

MICHAEL HOBBS  |  WEDNESDAY, 16 DEC 2009
... model. The paper suggests the restriction would mean the advice provided would be "more likely" in the best interests of SMSF members. Andrew Hamilton, managing director at Cavendish Superannuation, a firm that provides administration services to SMSFs ...

SMAs to turbocharge SMSFs

MICHELLE BALTAZAR  |  TUESDAY, 15 DEC 2009
... why SMAs are critical to SMSFs. "We regard this as a ringing endorsement of the benefits which managed accounts deliver for SMSF members...the Review also notes the benefits of electronic trading which managed accounts generally provide," he said. Arthur ...

Cooper Review calls for SMSF structure overhaul

MICHAEL HOBBS  |  TUESDAY, 15 DEC 2009
The Cooper Review has challenged the SMSF sector on how it deals with illegal early release schemes, the credentials of accountants and financial planners that offer advice to SMSFs and whether certain financial assets currently allowed should be banned. ...

Universal model tough to execute

RUTH LIEW  |  TUESDAY, 15 DEC 2009
Disengaged super fund members should go into a 'universal category' with a single diversified investment strategy, according to yesterday's Cooper report - but problems will arise from asset class, transition and choice limitations, argues one expert. ...

Super up again to $1.2 tr

ALEX DUNNIN  |  FRIDAY, 11 DEC 2009
... quarterly growth ever reported by the regulator. The fastest growth was 12.2 per cent recorded in June 2007. Self-managed super (SMSF) held its lead as the biggest segment with $384 billion in assets, followed by retail funds (platforms and legacy retail) ...

SMSFs turn to advisers

MICHAEL HOBBS  |  MONDAY, 7 DEC 2009
Self managed super fund (SMSF) trustees are twice as likely to use a financial adviser than retail or industry fund members, according to a survey that found more trustees are implementing the advice they receive. The RaboPlus SMSF annual survey, which ...