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Showing 561 - 570 of 1390 results for "SMSFS"

Super reforms will drive advice demand

KARREN VERGARA  |  TUESDAY, 4 APR 2017
... members. One item that did not pass into law, Breckon noted, was the proposed relief to retain actuarial certificates for SMSFs and Small APRA Funds (SAFs) using the proportionate method to calculate their Exempt Current Pension Income if the fund was ...

Need for SMSF specialists growing

JAMIE WILLIAMSON  |  TUESDAY, 4 APR 2017
... specialists. The CommBank SMSF Report reveals a valuable opportunity for advisers, with 50% of advised and 59% of unadvised SMSFs wanting more support in managing their retirement savings. About 42% of those in the accumulation phase currently operate ...

Panorama fortifies BTFG adviser market

KARREN VERGARA  |  FRIDAY, 24 MAR 2017
... been available. Panorama provides advisers and investors complete end-to-end solutions across investments, superannuation, SMSFs and insurance products. BTFG general manager of platforms and investments John Shuttleworth said the "massive simplification ...

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
... It's no secret the Panorama platform has been seeking attention in the self-managed super market, leveraging the 120,000 SMSFs already in BTFG's adviser and licensed accountant distribution network. Chief executive Brad Cooper also sees further growth ...

BetaShares managed fund receives rating

EMMA RAPAPORT  |  MONDAY, 20 MAR 2017
... strategy recognised by Lonsec for providing a prudent way to access global equities." "This strategy has particular appeal for SMSFs and baby boomers - groups who want global equity exposure, but need to balance this against the level of risk they are ...

DomaCom signs global agriculture crowdfunding deal

EMMA RAPAPORT  |  WEDNESDAY, 15 MAR 2017
... investors to enable them to invest into the rural sector through our platform." It is expected that investors, predominantly SMSFs, will receive an estimated combined income and capital return of 10% per annum on their investment, based on historic returns. ...

Estate agents to become RG146 certified

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
... products are and what they do," Gunning said. This includes loans, life insurance, retirement planning, general insurance, SMSFs, superannuation, managed property investments, securities and derivatives. As defined by ASIC, "factual advice" is "objectively ...

SMSFs benefit from DomaCom deal

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
DomaCom completed its first fractional property acquisition transaction via managedaccounts.com.au. Undertaking the transaction on behalf of Sydney-based advisory group Benwest Investment Services, DomaCom chief executive Arthur Naoumidis said the firm ...

Custody sector hits $3 trillion

KARREN VERGARA  |  THURSDAY, 2 MAR 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, according to ACSA, citing research from Deloitte. Among the trends, on-shore bias remains strong ...

Super consolidation imminent: research

KARREN VERGARA  |  FRIDAY, 24 FEB 2017
... to offer better rounded products and services to their members, in part to try to slow the outflow of retirement funds to SMSFs. Smaller funds will find themselves unable to compete effectively as this continues, and the upcoming framework for retirement ...