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Showing 551 - 560 of 1821 results for "Managed Super"

Ignition Wealth expands leadership team

EMMA RAPAPORT  |  TUESDAY, 29 AUG 2017
... Wealth SMSF Appropriateness Tool to help financial advice clients determine their suitability for establishing a self-managed super fund (SMSF).

Super FUM up 10pct to $2.3tn

ALEX DUNNIN  |  THURSDAY, 24 AUG 2017
... this week. Within segments, not-for-profit (NFP) funds climbed 12% to $983 billion; small funds that include self-managed super funds (SMSF) and small APRA funds climbed 9.7% to $699 billion; and retail funds climbed 7.4% to $643 billion. These relative ...

Charter Hall launches new office fund

KARREN VERGARA  |  MONDAY, 21 AUG 2017
... in office buildings around Australia predominantly leased to government tenants, and is suitable for retail, self-managed super funds trustees and high net worth investors. A high proportion (more than 70%) of income is sourced from government tenants ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
The number of self-managed superannuation funds with unmet financial advice needs is at record highs, and yet this is not translating to greater use of financial advice, with trustees citing difficulty in finding advisers who can meet their needs. Research ...

Contribution caps cause SMSF cash surge

ALEX BURKE  |  THURSDAY, 17 AUG 2017
Reduced contribution limits caused a significant upswing in self-managed superannuation fund cash allocations in the 2017 financial year, according to SuperConcepts research. As at June 30, the average SMSF comprised 19.8% cash (up from 18%), 12% fixed ...

Japanese broker targets Aussie SMSFs

DARREN SNYDER  |  MONDAY, 14 AUG 2017
One of Japan's largest online broking platforms is soon to launch in Australia with a focus on self-managed superannuation funds and financial advisers. Within two months the Monex Group expects to be operating in Australia, providing clients with trading ...

Ripoll to help victims of rogue advice

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
Former MP Bernie Ripoll will work with a financial advice complaints service to assist victims of dodgy financial advice recover their losses. Joining forces with Financial Rescue Australia, Ripoll said that despite the Financial Ombudsman Service's ...

Class and Countplus partner

EMMA RAPAPORT  |  THURSDAY, 10 AUG 2017
... provider Class inked a partnership with accounting and financial advice network Countplus for the provision of self-managed super funds and wealth accounting software. Countplus practices will now have access to centralised billing and supporting services ...

Melbourne to host SMSF expo

KARREN VERGARA  |  MONDAY, 7 AUG 2017
Melbourne will host the Self-Managed Super Fund Expo next year, bringing together critical players in the SMSF space. New clients considering setting up an SMSF will have the chance to meet superannuation service providers, trustees and industry experts. ...

Advisers searching for LRBA answers

ALEX BURKE  |  WEDNESDAY, 2 AUG 2017
... second-most common issue, Howard said, related to the relationship between LRBAs and the transfer balance cap, where self-managed super fund clients "would need to record a credit against their transfer balance account where an LRBA held in retirement ...