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Showing 631 - 640 of 1821 results for "Managed Super"

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 ...

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 ...