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Showing 31 - 40 of 41 results for %22Investor Directed Portfolio Services%22

Low-cost super awash with inflows

DARREN SNYDER  |  MONDAY, 18 MAY 2015
... systems and processes are clean so that the administration of these services are self-service because they are our self-directed clients after all," Englund said. "By consequence we were able to lower our administrative fees and also recognise where ...

IFS caught investing in unregistered schemes

LAURA MILLAN  |  WEDNESDAY, 28 MAY 2014
... after a review of their industry fund portfolio service found they were in breach of ASIC class order 'Investor directed portfolio-like services provided through a registered managed investment scheme' (02/296). The business had been investing in unregistered ...

Trading platform bids to raise industry transparency standards

MARK SMITH  |  TUESDAY, 20 AUG 2013
... stringent adaptation of the ASIC Class Order (CO 02/294) from 2008 for businesses offering Investor Directed Portfolio Services (IDPS). Saxo's Australian chief executive Anthony Griffin said investors were not always given a complete picture about the ...

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... John McIlroy said. "It doesn't matter if you are an adviser of MDA, Self Managed Accounts or Investor Directed Portfolio Services, you will need to have the same license authorizations." The new regulation is expected to better define MDA, a necessary ...

Count morphs into super entity with new AFSL

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
Clarification around FOFA has positioned Count to become an Investor Directed Portfolio Services (IDPS) operator and Responsible Superannuation Entity (RSE) in respect of its strategic platform offerings. The independent dealer group said the cut of ...

Self-directed investors challenge industry giants

MICHELLE BALTAZAR, ALEX DUNNIN  |  MONDAY, 14 FEB 2011
... confronted by even bigger challenges - this time from a new breed of product providers built solely to cater for self-directed investors. Up until a few decades ago, the business template in the financial services industry has been relatively straightforward ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 9 DEC 2009
Australian shares are likely to open lower after credit downgrades and warnings directed at several governments, reports showed manufacturing is weak in the UK and Germany, and major US companies announced poor earnings. At 0807 AEDT on the Sydney Futures ...

Oasis looks to SMAs and ETFs

RUTH LIEW  |  WEDNESDAY, 15 JUL 2009
... functions. Oasis Fund Management Limited is the trustee and operator of a superannuation master trust and Investor Directed Portfolio Service (IDPS) products. MoneyOne.Com.Au Limited is responsible for the development of desktop and online services for ...

ASIC review to streamline IDPS rules

ALEX DUNNIN  |  THURSDAY, 21 JUN 2007
... Commission (ASIC) is undertaking its first ever review of the rules around licensing for Investor Directed Portfolio Services (IDPS) which it hopes will simplify some of their operating rules and reduce barriers to entry for new competitors. "[The outcome ...

Equity Trustees and SG Hiscock team up for a third offering

... today announced they are now offering the EQT SGH Absolute Return Trust to the retail and investor directed portfolio services (IDPS) markets. It is the third offering to the retail market from the partnership of the two financial services groups. Only ...