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Showing 621 - 630 of 1808 results for "Managed Super"

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 ...

AMP buys SMSF accounting platform

ALEX BURKE | TUESDAY, 2 AUG 2016

AMP has purchased a new self-managed superannuation accounting platform for $2.5 million. Purchased via subsidiary SuperConcepts Software Services from software provider Reckon, the Desktop Super platform provides data feeds from SISS Data Services ...

Financial Standard to present at upcoming netwealth webinar

KERRIE SYDEE | FRIDAY, 29 JUL 2016

... drivers of the segment based on broader industry trends, including the impact of new technologies * Reasons the Self Managed Super Funds (SMSFs) sector will shape product development and innovation * Next big wave, the managed accounts pioneers (adviser ...

ATO resource targets illegal pension schemes

MARK SMITH | THURSDAY, 28 JUL 2016

... can mean anyone aged 50 or over, looking to put significant amounts of money into retirement, particularly self-managed super fund (SMSF) trustees, self-funded retirees, small business owners, company directors and individuals involved in property investment. ...

Unlicensed product adviser receives four year ban

KERRIE SYDEE | THURSDAY, 28 JUL 2016

... financial services business for over five years by advising clients to purchase investment properties through a self-managed super fund. The court also permanently banned Park Trent from providing unlicensed financial product advice to clients regarding ...

SMSFs will shape the future of ETFs

DARREN SNYDER | TUESDAY, 26 JUL 2016

The rise of exchange-traded funds is one of the most remarkable growth stories in Australian financial services, and self-managed superannuation funds are going to lead its future. State Street Global Advisors head of portfolio strategists Asia-Pacific ...

Absolute returns no longer the domain of instos

DARREN SNYDER | MONDAY, 25 JUL 2016

A wider range of self-directed and self-managed superannuation fund investors are recognising the benefits and role of absolute return strategies in a balanced portfolio. This is the thought of Henderson Global Investors' head of alternative Australian ...

WAM finds returns in growth companies

DARREN SNYDER | MONDAY, 25 JUL 2016

Exposure to undervalued growth companies in the vehicle leasing, retail and health product sectors led WAM Capital to a 21.6% return on its investment portfolio during 2015-16. Releasing its full-year results to the ASX, WAM Capital chairman Geoff Wilson ...

Last-minute accountant AFSL applications creating ASIC backlog

ALEX BURKE | FRIDAY, 8 JUL 2016

Now that the deadline for accountants to apply for limited or full Australian financial services licenses to continue providing SMSF advice has been reached, a substantial number of applications are still being assessed due to late submissions. In fact ...

BDO appoints super partner

DARREN SNYDER | TUESDAY, 5 JUL 2016

Corporate advisory firm BDO has hired an industry specialist for a newly created role recognising the importance wealth and retirement planning will play in its business. Joining BDO as a partner this week is superannuation specialist Mark Wilkinson. ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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Brian Redican

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NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

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