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Showing 21 - 30 of 88 results for %22Geared super funds%22

Vamos joins Decimal board

JAMIE WILLIAMSON  |  THURSDAY, 18 MAY 2017
... to the ability to guide their own financial decisions," Vamos added. "Ultimately everything Decimal offers the market is geared to improving member engagement. And that's a key message that needs to be reinforced. This is technology that partners with ...

Super's purpose under further scrutiny

DARREN SNYDER  |  FRIDAY, 22 JAN 2016
... short-term to clear a debt and not thinking about a potential greater reward at retirement - something the super system has been geared towards since inception. Australian Institute of Superannuation Trustees (AIST) executive manager policy and research ...

ASIC seeks more bans in SMSF advice crackdown

ALEX BURKE  |  FRIDAY, 15 MAY 2015
... self-managed fund as a vehicle to borrow money for dubious investment 'get rich quick' schemes that leave the fund heavily geared with over-valued assets is likely to end in tears," he added. ASIC is awaiting Federal Court judge Richard White's decision ...

ASIC takes SMSF business to court

MARK SMITH  |  MONDAY, 4 MAY 2015
... promoters on what constitutes a false or misleading statement. In response to the growth in SMSFs, the increase by SMSFs in geared investment strategies and following the Parliamentary Joint Committee inquiry into the collapse of Trio, ASIC established ...

Zenith rates Mercer LifetimePlus

ALEX BURKE  |  WEDNESDAY, 18 FEB 2015
Zenith has given Mercer's longevity risk protection product, Mercer LifetimePlus (MLP), an APPROVED rating. MLP is geared towards super funds looking to provide longevity solutions to members, and is accessible to members with account-based pensions. ...

FUM closes in on $2trn

ALEX DUNNIN  |  TUESDAY, 24 JUN 2014
... the face of a restructuring retail investment market increasingly dominated by SMSFs, direct share placements, negatively geared property opportunities and bank deposits. Indeed, contrasted against capital market returns, retail managed funds are still ...

Budget presents huge opportunity for wealth industry

MARK SMITH  |  WEDNESDAY, 14 MAY 2014
... or reinventing old ones to give people access to money along the way." According to Dunnin, managed accounts, negatively geared property, margin lending, and traditional retail managed funds could come to the fore as funding solutions for those approaching ...

ASIC should regulate SMSFs as a financial product: PwC

LAURA MILLAN  |  WEDNESDAY, 9 APR 2014
... "Non-existent strategies include examples where 100% of a fund's investment is in one property, or investments are excessively geared, and so on." PwC acknowledged the need for more consumer protection and suggested that ASIC should regulate SMSFs as ...

Hamilton calls for stricter SMSF licensing

MARK SMITH  |  WEDNESDAY, 5 FEB 2014
Stricter licensing rules would better protect investors from property spruikers and unscrupulous promoters of geared investment strategies within SMSFs, according to Hamilton Wealth Management's Ian Gillies. The Reserve Bank, Australian Taxation Office ...

ISA asks for scaled, affordable advice

LAURA MILLAN  |  FRIDAY, 4 OCT 2013
... type of scale advice to "continue to be encouraged by government." "In the past, the financial advice industry was largely geared towards providing complex, expensive advice, primarily for wealthy clients," the ISA document said. "Research shows that ...