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Showing 221 - 230 of 312 results for "SMSF trustees"

SMSF establishments continue down trend

MELANIE TIMBRELL  |  MONDAY, 18 JUN 2012
... total Australian and overseas assets now at $416 billion. Listed shares are still the most popular asset class for SMSF trustees, with $133 billion in funds allocated, followed by cash and term deposits which have continued to rise in popularity with ...

SPAA: Last resort compensation scheme needed

LINDA HAUSKEN  |  WEDNESDAY, 23 MAY 2012
... scheme was encouraged by the PJC, which indicated that if such a scheme had been in place, all private investors, SMSF trustees and APRA-regulated fund members would have been able to be compensated. Slattery said that some areas of the PJC report concentrated ...

ASMA partners with OneVue for platform launch

LINDA HAUSKEN  |  TUESDAY, 15 MAY 2012
... offering an expansive platform for self directed investors as well as qualitative information in regards to where SMSF trustees are investing," said Australian SMSF Members Association (ASMA) director Anna Carrabs. "OneVue will provide our members with ...

SMSFs face fire-sales of illiquid assets

BEN COLLINS  |  TUESDAY, 8 MAY 2012
In the rush to purchase property assets, SMSF trustees may not be considering how these 'lumpy' holdings will be sold after their death, according to an SMSF advice and training provider. The consequences of this oversight could be the fire-sale of ...

Australian shares on SMSF's radar

LINDA HAUSKEN  |  FRIDAY, 27 APR 2012
SMSF trustees are increasingly turning their attention to Australian shares, according to Multiport's recent quarterly SMSF Investment Patterns Survey. The survey covers around 1,800 funds and is administered on a daily basis which ensures that data ...

Report assesses super allocation issues

ELISE BURGESS  |  MONDAY, 16 APR 2012
... Andrea Slattery, SPAA chief executive. Recent research by SPAA and Russell Investments showed that the proportion of SMSF trustees who believe that equities are too volatile has doubled to 32% this year, up from just 17%.

SMSFs the new retail

CLAIRE MCGREAL  |  FRIDAY, 24 FEB 2012
... strategies, most of it is still being self directed by the trustees of the fund." Francois believes that as more SMSF trustees move into the retirement phase, the focus will shift to regular income-styled products. "The big thing for the sector is the ...

SMSFs focus on risk reduction: report

RACHEL DAVIS  |  WEDNESDAY, 15 FEB 2012
... Superannuation' was commissioned by Russell and SPAA and conducted by independent research group CoreData. It surveyed SMSF trustees, non-trustees and professional SMSF advisers during November and December 2011. In total 1,406 Australian consumers were ...

BetaShares appoints new head of portfolio construction

CLAIRE MCGREAL  |  WEDNESDAY, 1 FEB 2012
... him lead BetaShares' asset allocation and portfolio construction strategy. He'll also be educating advisers and SMSF trustees on exchange traded funds (ETF) and analytics. As well as setting up two businesses including Alpha Financial Products and LPAC ...

Property-reliant SMSFs face potential risks

MELANIE TIMBRELL  |  TUESDAY, 31 JAN 2012
Despite the increase in popularity of holding property investments among SMSF trustees, the practice comes with an element of danger, according to HLB Mann Judd. Information released in the most recent Mutiport SMSF portfolio analysis recorded a marginal ...