Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 451 - 460 of 1382 results for "SMSFs"

Smaller super funds lead Roy Morgan rankings

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... super funds meeting the average and retail fund narrowly falling short at 60.1%. Public sector and self-managed super funds(SMSFs) both sit well above the average, with scores of 72.6% and 73% respectively. Roy Morgan industry communications director ...

Heffron partnership to offer robo-SMSFs

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... industry," he said. Co-founder and Heffron head of product Meg Heffron said the partnership allowed the two firms to simplify SMSFs. "Both Six Park and Heffron have a vision of bringing expertise normally only available at the big end of town to everyone," ...

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... OneVue's technology. Features such as the ability to get a client's total wealth view across a number of tax entities such as SMSFs, family trusts or business structures made it an easy sell to clients," he said. Kuda Wealth had previously been using ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
... strategies and reporting systems elsewhere. He has been managing and training teams that specialise in the administration of SMSFs for high net wealth clients for many years." Omniwealth recently partnered with three other advisory businesses to create ...

AI comes to SMSF administration

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... administration software, BGL has integrated an AI assistant into its Simple Fund 360 software suite, assisting firms managing SMSFs in remaining compliant while also spotting incorrectly coded transactions. BGL managing director Rob Lesh highlighted ...

SMSF home bias drags returns

KARREN VERGARA  |  TUESDAY, 17 APR 2018
... sector in the 12 months to February, latest SuperGuard 360 research shows. According to the SG360 SMSF Reference Index, SMSFs generated a 5.5% return (before fees and tax) - well below the returns for members invested in MySuper products. The SG360 Default ...

Social media singles out ASIC in Royal Commission coverage

ALEX BURKE  |  MONDAY, 16 APR 2018
... clients up to $2000 in fees for no service.. @asicmedia says 9 out of 10 times financial advisers have given people with SMSFs advice that was not in those people's best interests #bankingrc #banksrc https://t.co/4ADzg5F3OK - Susan Quinn (@susan_c_quinn) ...

SMSFs investing restrictions unfair: Poll

KARREN VERGARA  |  MONDAY, 16 APR 2018
... tape, according to Financial Standard's latest survey. Last week's poll reveals more than half (51%) of readers believe SMSFs bear the brunt of numerous government restrictions and regulation - more than a third (38%) of these strongly agree this is ...

Optimo adds SMSF modelling to platform

KARREN VERGARA  |  FRIDAY, 13 APR 2018
... system, including the SMSF beta release. Bannister said the next production phase will include modelling property within SMSFs. In July last year, Pathfinder added a functionality to make goals-based advice more seamless for advisers. It uses an algorithm ...

SMSF tool receives industry tick

HARRISON WORLEY  |  MONDAY, 9 APR 2018
... represents 1.1 million SMSF members, says it agrees with the view outlined by the ATO on appropriate use of reserves by SMSFs. This appears in the first edition of the bulletin. "The association concurs with the ATO's view that the use of reserves by ...