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Showing 271 - 280 of 426 results for "Separately managed account"

Xpress Super adds direct property to SMSF platform

JAMES FERNYHOUGH  |  TUESDAY, 27 AUG 2013
Self-managed superannuation fund (SMSF) platform provider Xpress Super has added direct property to its suite of investments. The new option will allow SMSF trustees to access limited recourse borrowing arrangements (LRBAs) through two lenders, St George ...

Mason Stevens adds Perpetual portfolio to SMA

JAMES FERNYHOUGH  |  WEDNESDAY, 14 AUG 2013
... 12 months it has returned 37.8%. Mason Stevens will deliver investments in the portfolio through a separately managed account (SMA) structure. "Perpetual is one of the best fund managers in the market. We're excited to be able to add it to the Mason ...

Accountants ready to access HUB24 platform

LAURA MILLAN  |  FRIDAY, 9 AUG 2013
... that are members of the NTAA. InterPrac will also use HUB24's managed portfolio technology to create Separately Managed Account (SMA) investment options for the clients of accountants using the platform. "Their unique business model required us to think ...

OneVue strenghtens platform offering

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
... Exchange (ASX) listed securities including 70 exchange traded funds, 21 term deposit providers and over 30 separately managed account (SMA) model portfolios. UMA VANTAGE will comprise everything in WRAP+ and allow for more sophisticated investments such ...

SMSFs urged to consider transparent alternatives to managed funds

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
... accounts (MDAs). SMSF solution provider Xpress Super announced yesterday that it had added Macquarie's separately managed account (SMA), known as the Macquarie Personal Portfolio, to its platform. According the Xpress Super, SMAs offer greater transparency ...

HUB24 adds Perpetual SMA to platform

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
The HUB24 platform has added Perpetual Investments to its list of Separately Managed Account (SMA) managers. The Perpetual Direct Equity Alpha Portfolio is now available through the HUB24 platform. Perpetual joins HUB24, which has over 150 of SMA managed ...

No growth in managed funds

ALEX DUNNIN  |  THURSDAY, 30 MAY 2013
Managed funds are still languishing according to official figures released by the Australian Bureau of Statistics (ABS). The ABS has just released figures detailing the $2 trillion managed investments sector and they confirm that while superannuation ...

Preamium SMA deemed suitable for SIV investors

MARK SMITH  |  FRIDAY, 24 MAY 2013
Preamium has announced that its separately managed account (SMA) platform qualifies as a complying investment under the rules of Government's Significant Investment Visa (SIV) Scheme. The scheme is designed to fast-track wealthy visa applicants to Australia ...

OneVue adds Perpetual first SMA to platform

LAURA MILLAN  |  FRIDAY, 19 APR 2013
OneVue has added the Perpetual Investments separately managed account (SMA) as an investment option on its unified managed account (UMA) platform. Perpetual has launched its first SMA in response to increasing adviser demand for model portfolio solutions. ...

SelfWealth announces tie up with iShares

MARK SMITH  |  THURSDAY, 18 APR 2013
SelfWealth has partnered with BlackRock's exchange traded fund (ETF) giant iShares to allow self-directed investors to view and follow professional fund manager portfolios via its platform. The tie-up opens the door for SelfWealth clients to buy model ...