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Showing 531 - 540 of 1383 results for "SMSFs"

Super funds renew custody contracts with State Street

EMMA RAPAPORT  |  THURSDAY, 13 JUL 2017
... forecast to hit $9.5 trillion by 2035 off the back of growth in industry and retail funds, and the increasing popularity of SMSFs in post-retirement phase.

SMSF auditor busted self-auditing

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
... inadequate," ASIC commissioner John Price said. Under the Superannuation Industry (Supervision) Act 1993, all auditors of SMSFs are required to be registered with ASIC to ensure that all SMSF auditors meet the base standards of competency and expertise. ...

NAB Financial Planning appoints super fund executive

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
... head of adviser services and strategic partnerships at IOOF. She has worked across funds management, platforms, insurance, SMSFs, advice and service delivery over a career spanning more than 20 years. Harrison will play an integral role in the NAB Financial ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
... throughout Australia. According to Easton, it maintains client relationships with more than 4000 self-managed super funds (SMSFs). Easton said the proposed acquisition would be complementary to its existing wealth management operations, which includes ...

Looming super reforms benefit millions

JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
... $250,000 a year. Meanwhile, the $1.6 million balance transfer cap is expected to impact around 110,000 people - largely in SMSFs. Some 170,000 members of APRA-regulated funds with a Transition to Retirement (TTR) pension and a further 100,000 with such ...

HUB24 lures BTFG executive

KARREN VERGARA  |  FRIDAY, 23 JUN 2017
... Asgard. He most recently led SMSF product and distribution strategies across BTFG's Panorama platform, helping it grow to 4000 SMSFs with $2.5 billion in funds under administration. In the early stages of his career, Lawrenson was also instrumental in ...

Auscap equities fund gets Zenith, Lonsec tick

ALEX BURKE  |  WEDNESDAY, 21 JUN 2017
... the fund can play for self-managed super fund investors in regards to Australian equities diversification, given that most SMSFs have a heavy bias towards the top 12 ASX stocks. While 80% of the fund's returns come from ASX 100 stocks, Carleton said ...

Wealth firm lists on ASX with $7.3m IPO

ALEX BURKE  |  TUESDAY, 20 JUN 2017
... and one in Hong Kong and offers a range of services covering financial advice, accounting, tax compliance, family office, SMSFs and insurance. The firm's IPO was independently advised by Grant Samuel and Morgans acted as sole lead manager. "I founded ...

Weaker returns for SMSFs: Rainmaker

KARREN VERGARA  |  THURSDAY, 8 JUN 2017
Self-managed super funds delivered lower returns compared to MySuper products in the 12 months to April, according to Rainmaker's SuperGuard 360 SMSF performance index. The SG360 SMSF reference index generated a return of 10.3%, slightly underperforming ...

Hassle-free housing investment

JAMIE WILLIAMSON  |  FRIDAY, 2 JUN 2017
... every six months. The platform already has 5000 active investors, including more than 70 self-managed superannuation funds (SMSFs), with a relatively even demographic split between under-35s and over-35s. "If you're saving for a house, this is an opportunity ...