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Showing 2441 - 2450 of 2662 results for "SEPA"

DFS fee model a winner

DFS Advisory Services, a planning group spun-off from accounting firm Deloitte five years ago, has adopted a fee-for-service model that is proving a hit with high net worth investors. The group inherited the proprietary 'fee matrix' created by Deloitte ...

In-specie transfers up 300 per cent: Multiport

Investors are transferring as many assets as they can into their self-managed super funds (SMSFs) to take advantage of the government's new super rules that will come into effect in July. SMSF administration services provider Multiport said the number ...

FPA opposes creation of product sellers

The Financial Planning Association (FPA) is opposing the Federal Government's proposal to create a distinction between product sellers and financial planners, claiming consumers will have less protection. The FPA has submitted a response to the government ...

Macq's the new kid on the SMA block

The private portfolio arm of Macquarie will begin offering separately managed accounts (SMAs) from April this year, joining the growing crowd of SMA providers hitting the market since BlackRock (formerly Merrill Lynch) launched its version a year ago. ...

Super tax changes could boost SMSFs: MultiPort

ALEX DUNNIN  |  FRIDAY, 8 DEC 2006
Multiple super accounts may seem inefficient, but for others they are actually a legitimate strategy if properly implemented. Philip La Greca, technical services director for MultiPort, said superannuation investors trying manage tax on benefits for ...

Manage risks not returns

ALEX DUNNIN  |  WEDNESDAY, 6 DEC 2006
Investment managers will guarantee their long-term survival if they focus first on managing risks rather than returns, as good returns will almost always follow sound risk management practices. Speaking at the Investment Management Consultants Association ...

AUSTRAC's power to be checked

WWW.THESHEET.COM  |  WEDNESDAY, 6 DEC 2006
A Senate Committee report on the government's proposed anti-money laundering legislation has responded to finance industry concerns with recommendations for a longer implementation period and curbs on the power of AUSTRAC, the body that will administer ...

T.Rowe Price wins Chinese govt fund mandate

T. Rowe Price Global Investment Services has won a US equity mandate from the National Council for Social Security Fund (SSF) of China, one of only 10 non-Chinese investment managers selected by the US$25 billion-plus pension fund. The SSF, similar ...

Market wrap - morning

AAP  |  WEDNESDAY, 29 NOV 2006
The Australian sharemarket is expected to open stronger today as US markets ended higher and as rising energy prices promise to buoy shares of major mining companies. On the Sydney Futures Exchange at 0816 AEDT, the December share price index contract ...

ING OneAnswer launches new adviser fee choices

ING has launched OneAnswer Select, a new product option on the OneAnswer platform that offers an easier and less costly alternative for financial planners looking to switch from commissions to a fee-for-service model. ING said that the product fully ...