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| | | Outsourcing fund administration works if you have the right billing arrangement in place, said Andrew Bloore, chief executive of smartsuper, a self-managed super fund administrator. Speaking at the SPAA conference last week, Bloore said some accounting ... |
| | | | Self Managed Super Fund (SMSF) trustee education will be boosted with plans to develop postgraduate and certificate programs in potentially half a dozen universities around Australia. "Adelaide University has developed an SMSF certificate and masters ... |
| | | | Accountants that are advising Self Managed Super Fund (SMSF) clients without the proper license will be penalised accordingly, Louise DuPre, the Australian Securities and Investment Commission (ASIC) adviser said. Speaking at the SMSF Professionals ... |
| | | | A leading superannuation technical strategist delves deeper into how buying bricks-and-mortar can affect the savings of self-managed super fund (SMSF) trustees as they approach retirement. The proportion of direct property in a SMSF must be continually ... |
| | | | The Self Managed Super Fund (SMSF) Professionals Association of Australia is turning its attention to auditing practices, and will call on new legislation to recognise auditors accredited to work on SMSFs as specialist SMSF auditors. "We're applying ... |
| | | | As much as providing planning services to high net worth clients is a surefire way to grow funds under advice (FUA), gaining their loyalty is as hard as it looks. Accountants and financial planners shouldn't consider servicing high net worth clients ... |
| | | | Speaking at the Self-Managed Super Fund (SMSF) Professional Association of Australia (SPAA) conference, Nick Sherry, minister for superannuation and corporate law, said the government would be keeping a close eye on aggressive marketing campaigns targeting ... |
| | | | Investors should be looking to invest in emerging markets and shares that benefit from market volatility in the coming year, according to Stephen van Eyk, van Eyk Research managing director. Speaking at the SPAA conference, van Eyk said investors should ... |
| | | | ... "We invest in companies that we feel have the correct risk reward ratio based on our internal subjective measures," said Michael Goldberg, principal of Platinum Partners. |
| | | | Pinnacle Investment Management has appointed Andrew Chambers to director of distribution and client relationships after the group's boutique businesses success in the market. Chambers previously worked at Legg Mason for seven years as vice president ... |
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