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Showing 21 - 30 of 36 results for "SMSF Portfolio"

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
Class has partnered with a leading automated investment adviser and fund manager. The software provider's Class Portfolio - its investment accounting and reporting solution for non-SMSF portfolios - has integrated with Stockspot to provide a tax reporting ...

Class joins forces with bank

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
Class has integrated with a global bank to satisfy demand from SMSFs for access to international assets. Partnering with HSBC, Class will now receive a direct-connect data feed from the bank's savings, transaction and term deposit accounts in its wealth ...

Managed fund allocations jump

MARK SMITH  |  MONDAY, 7 MAR 2016
Self-managed super fund allocations to managed funds have jumped to record levels while fewer investors are holding shares directly, according to data OneVue has pulled from its SMSF platform. OneVue's survey for the December 2015 quarter found that ...

Class to list on ASX before Christmas

DARREN SNYDER  |  WEDNESDAY, 9 DEC 2015
Self-managed superannuation administrative software provider Class is expected to commence trading on the Australian Securities Exchange (ASX) from 16 December 2015. Class closed its IPO offer on 4 December with about $25 million allocated to new investors ...

FEATURE: The great race to invest

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
As the SMSF rush slows down, Laura Millan asks whether individual funds will withstand harsher market conditions and reviews member direct investment options. It is a known fact that self-managed super funds (SMSFs) outperformed funds regulated by the ...

Class amends IPO after AMP acquisitions

DARREN SNYDER  |  TUESDAY, 3 NOV 2015
Class, the self-managed superannuation fund administrative software provider, has lost about 10,500 billable SMSF portfolios from its customer base following two acquisitions announced by AMP. AMP has informed Class it will be moving the SMSF portfolios ...

CBA launches online SMSF portfolio

ALEX BURKE  |  MONDAY, 28 SEP 2015
CBA has launched SMSF Portfolio, an online portal which gives self-managed super fund trustees a consolidated view of SMSF assets and liabilities. The new SMSF Portfolio feature is part of CBA's MyWealth mass market wealth management platform, launched ...

Gen Y can drive SMSF growth

DARREN SNYDER  |  TUESDAY, 28 JUL 2015
... The annual research, now in its fifth year, suggests female and Gen Y trustees typically hold more cash in their SMSF portfolio and most commonly cite "waiting for a better investment option" as a reason for their cash allocation. "While Generation Y ...

SMSFs keeping cash for better markets

DARREN SNYDER  |  FRIDAY, 24 JUL 2015
Self-managed superannuation funds (SMSFs) stowed away $56 billion in excess cash during the 12 months to April 2015, the highest amount in seven years. Billions that would have been invested if it were not for market uncertainty is reflective of a wider ...

SMSF investors reducing cash and shares

DARREN SNYDER  |  WEDNESDAY, 17 JUN 2015
... investment classes have slowed over the past two years yet they still remain among the most popular choices in SMSF portfolio allocations at OneVue. The company's head of strategic relationships, Alex Wise, said there is a trend that investors are moving ...