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Showing 591 - 600 of 1390 results for "SMSFS"

Super assets up despite contributions dip

JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2016
... year ending September 2016 were $31.7 billion. There has also been an 8% surge over the past 12 months in assets held in SMSFs, now totaling $635.9 billion. Meanwhile, Morningstar also released the results of its monthly Australian Superannuation Survey ...

SuperConcepts and DomaCom align

DARREN SNYDER  |  FRIDAY, 18 NOV 2016
... establishing DomaCom was to introduce some of the equity market concepts to the property asset class, in particular for SMSFs who find it difficult to include property because of the typical small balance relative to the high cost of property." The update ...

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... new wealth management business will offer a full range of wealth management service, including investment, superannuation, SMSFs, risk management, retirement and estate planning, financial health checks, wealth creation strategies, financial structure ...

Technical Services Forum shines light on leading specialists

ALEX BURKE  |  TUESDAY, 8 NOV 2016
... objectives-based advice model, while Colley discussed the implications of the proposed non-concessional contribution caps for SMSFs. The goal of these events is to contribute to and enhance the development of the financial services industry though objective ...

SMSFs combating low rates with hybrids

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... arrangement in place also increased slightly, up 0.7% from the previous quarter to 38%. Meanwhile, overall contribution levels to SMSFs declined significantly compared to the previous quarter, with the average contribution inflow per fund sitting at ...

SMSF trustees remain prudent investors

DARREN SNYDER  |  WEDNESDAY, 2 NOV 2016
... alternative funds, it is still within reach. APRA statistics for the 2015 financial year, for example, show the return for SMSFs after expenses (excluding contributions) to be 5.7%. This compares with non-SMSF returns of 8.5% for the same period," Hogan ...

Perpetual appoints distribution GM

ALEX BURKE  |  FRIDAY, 14 OCT 2016
... held a consulting position at Count Financial. He has also held senior roles at Colonial First State, including head of SMSFs and private bank sales and national account manager. Perpetual chief executive Geoff Lloyd welcomed Thompson and bid farewell ...

Green light for SMSF family property investment

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
... this opinion will allow SMSF trustees flexibility in respect of their residential property investments, including allowing SMSFs to co-invest with other SMSFs to create specialist accommodation for children with disabilities or special needs." DomaCom ...

Well-known advice firms merge

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
... together on delivering enhanced services across asset management, institutional equities and debt, private wealth management, SMSFs and corporate advisory. Evans & Partners executive chair, David Evans said: "Evans Dixon will see two powerful wealth ...

Fraudulent adviser faces court

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2016
... relation to 12 investors by misleading them about the investments he would make on their behalf, including in relation to SMSFs, and how he would invest their funds, the risks associated and the expected returns of the investments. It is also alleged ...