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Showing 11 - 20 of 86 results for "SMSF market"

Industry funds eye SMSF market stronghold

KARREN VERGARA  |  TUESDAY, 16 APR 2019
Industry funds will shortly take the lead from SMSFs as the sector with the largest assets under management, new KPMG research predicts. KPMG's annual Super Insights report suggests by 2029, industry funds will have more than $2 trillion in assets and ...

FSU seeks transparency on CBA job cuts

KARREN VERGARA  |  TUESDAY, 16 APR 2019
... customers' needs." "As part of this, the structure of some teams has changed. CommSec is not pulling out of the SMSF market and our customers will continue to receive the same level of support and industry-leading content." The big four banks and ...

Global fixed income manager mulls active bond ETFs

HARRISON WORLEY  |  FRIDAY, 1 JUN 2018
... and I think it's been somewhat of a challenge," Kirkham said. "Clearly our market is difficult to get into for the SMSF market because there's a limitation on the volume of bonds that can be purchased particularly in the credit space. Organisations have ...

SuperConcepts acquires SMSF administrator

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... acquisition is part of the firm's strategy to further build its market share and efficiency as Australia's fast growing SMSF market. "I'm looking forward to the opportunities that aligning our two businesses will bring and leveraging competencies to ...

Spring FG wealth GM departs in management restructure

ALEX BURKE  |  TUESDAY, 6 FEB 2018
... changes to negative gearing and APRA policy moves rein in residential property lending, in particular relating to the SMSF market. These factors restricted the ability of some prospective and existing clients to enter the market, and had considerable ...

KPMG appoints wealth management strategy lead

EMMA RAPAPORT  |  TUESDAY, 14 NOV 2017
... as at September 2017. Bungard said this "underpins significant recurring revenue for the business." In July, Class' SMSF market share grew to 24% from 19% year-on-year, hitting a record high of 140,000 client accounts in the 12 months to June.

Traditional funds too apathetic to super start-ups

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
... roles with Telstra Super and HESTA - said super funds are also under increased pressure to engage their members as the SMSF market grows. This growth is reflective of Australians wanting greater control over their investments, with the buzz surrounding ...

CommSec and CFS combine tech strengths

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... complement our FirstChoice and FirstWrap platforms, while targeting the needs of advised high net worth clients and the SMSF market by supporting directly held assets and offering access to a broad range of asset types and a full range of portfolio reporting," ...

Class and Countplus partner

EMMA RAPAPORT  |  THURSDAY, 10 AUG 2017
... licensing laws, following the repeal of accountants' exemption from the AFSL regime last year. At 31 December 2017, SMSF market share for Class had increased to 21.7% of the total industry market share of 589,000.

SMSF software demand surges

KARREN VERGARA  |  THURSDAY, 6 JUL 2017
... propel the demand for self-managed super fund software in the last financial year, according to Class Super. Class' SMSF market share surged to 24% from 19% year-on-year, hitting a record high of 140,000 client accounts in the 12 months to June. Accounting ...