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Showing 31 - 36 of 36 results for "SMSF Portfolio"

SMSF allocation to Aussie equities hits year-low

LAURA MILLAN  |  THURSDAY, 11 JUN 2015
Self-managed super fund (SMSF) allocation to Australian equities has dropped to a year-low, as investment in international shares increases. The latest AMP-owned Multiport SMSF Investment Patterns Survey shows that allocation to Australian equities ...

Managed funds have a place in SMSFs: Select

MELANIE TIMBRELL  |  FRIDAY, 17 FEB 2012
Managed funds have been losing ground to low-cost options, said one asset manager, leaving the sector with the difficult task of convincing investors looking for absolute return, that funds are a good idea. Speaking at the Self Managed Super Fund Professionals' ...

Property-reliant SMSFs face potential risks

MELANIE TIMBRELL  |  TUESDAY, 31 JAN 2012
... practice comes with an element of danger, according to HLB Mann Judd. Information released in the most recent Mutiport SMSF portfolio analysis recorded a marginal rise in property holdings, attributed to the clarification of the limited recourse borrowing ...

SMSFs shift focus to property

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
... rules, although cash still holds allocation majority. According to information released in the latest Multiport SMSF portfolio analysis, self-managed superannuation fund (SMSF) trustees moved even more allocation into cash over the December 2011 quarter ...

Multiport appoints BDM

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
Former Yellow Brick Road senior financial planner, Ben Thomas, has joined Multiport as business development manager. He will be focusing on growing the self-managed superannuation fund (SMSF) and managed account administration client base through dealer ...

CFDs to act as shield: CMC

RUTH LIEW  |  THURSDAY, 21 FEB 2008
Contract for difference (CFD) provider CMC Markets ups its stake in the financial planning industry and self directed self-managed super funds (SMSF) investors with the launch of its Shield Account product. According to Nic Blakemore, head of distribution ...
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