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Showing 611 - 620 of 1807 results for "Managed Super"

SMSF trustees remain prudent investors

DARREN SNYDER  |  WEDNESDAY, 2 NOV 2016
SMSF data from the ATO and APRA shows trustees in self-managed super are maintaining solid investment performance and managing portfolio diversification well. SMSF Association head of technical Peter Hogan said ATO statistics show that in four of the ...

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
Financial planning software provider Midwinter is extending its partnership with a financial data company. The renewed partnership with InvestmentLink allows Midwinter to add client-authorised data feeds to the existing 600 feeds in its data source ...

LT Management fined over false SMSF advertising

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2016
LT Management has paid an infringement notice for making misleading statements in relation to establishing a self-managed superannuation fund. The company was fined $10,800 by ASIC for deceptive representations in regards to the cost of setting up an ...

SMSF investors not all in property

DARREN SNYDER  |  WEDNESDAY, 14 SEP 2016
A new industry survey has found about 84% of investors hold their properties outside a self-managed superannuation fund, and more than 70% remain bullish about residential real estate. The Property Investor Sentiment Survey, prepared by the Property ...

University launches free SMSF course

KERRIE SYDEE  |  MONDAY, 12 SEP 2016
Charles Sturt University (CSU) has launched an online self-managed superannuation course as a growing number of Australians move to manage their own superannuation assets. Professor of finance at the School of Accounting and Finance, Adam Steen launched ...

Managed portfolios vital for SMSF diversification

KERRIE SYDEE  |  THURSDAY, 8 SEP 2016
International managed portfolios are vital for self-managed super funds to diversify their portfolios, according to head of marketing and distribution at HUB24, Wes Gillett. Carrying the benefits of transparency, control of tax and reduction in costs ...

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
... around the70-120% growth p.a. in recent years. Interestingly, Morgan Stanley argued that the rapid growth of self-managed super funds has delayed the take-up of managed accounts. Now that the SMSF sector is more mature, it will fuel the demand for tax-optimised ...

ASIC cancels 133 SMSF auditor registrations

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
ASIC has cancelled the registration of 133 approved self-managed superannuation fund auditors who failed to lodge their annual statements. The cancellation follows a final warning issued on 28 July to 185 approved SMSF auditors which had outstanding ...

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
SMSF trustees are trending upwards in their use of financial planners for the first time since 2007 according to new research jointly released by Vanguard and Investment Trends. The firms' annual self-managed superannuation fund report, which collated ...

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
... focused on offering personal financial advice including superannuation and retirement, insurance, investment and self-managed super funds. Bentleys Wealth Advisors will bring together a new team of financial advisers and give clients direct access to ...