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Showing 541 - 550 of 1390 results for "SMSFS"

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 ...

SMSF associations announce merger

EMMA RAPAPORT  |  FRIDAY, 26 MAY 2017
... which already breaches the $25,000 cap the government is imposing on 1 July 2017. Baby Boomers and Gen X employees with SMSFs have to put the brakes on retirement savings by the new, lower cap on concessional contributions, with 25.9% aged 49 and over ...

Retail super fund members increasingly satisfied

DARREN SNYDER  |  WEDNESDAY, 24 MAY 2017
... because they hold 58.3% of all superannuation funds and yet only account for 17.3% of members. "Currently, self-managed funds (SMSFs) lead in satisfaction among this group with 78.2%, followed by industry funds on 70.2% and retail funds on 69.2%. It ...

BGL releases CGT capability for SMSFs

EMMA RAPAPORT  |  MONDAY, 22 MAY 2017
... which funds are affected by the reforms. The work we have done with big data just continues to help our clients manage their SMSFs more efficiently and effectively." SMSFs can get CGT relief from future capital gains where fund members need to comply ...