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Showing 51 - 60 of 170 results for "Jordan"

SMSFA slams PC draft findings

KARREN VERGARA  |  WEDNESDAY, 25 JUL 2018
... many of these smaller have "delivered materially lower returns on average than larger SMSFs." SMSFA acting chief executive Jordan George said it is "unreasonable" for the Commission to conclude from its data that smaller SMSFs with are not cost effective. ...

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... cost and effort while maintaining the high standards that must be achieved to ensure consumer trust," SMSFA head of policy Jordan George said. Greater flexibility for new entrants to complete university study and still be able to enter the financial ...

Government cuts SMSF red tape

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... of SMSF members from four to six, and extending SuperStream to include SMSF rollovers. SMSF Association head of policy Jordan George said: "This eight-week consultation period will provide an excellent opportunity for the SMSF sector to provide Treasury ...

Global fund manager creates executive role

KARREN VERGARA  |  TUESDAY, 5 JUN 2018
... managers, financial advisers, researchers and analysts build investment portfolios for market crises, CFM president Philippe Jordan said true-to-label balanced portfolios have been rare since the Global Financial Crisis. Jordan said the disappearance ...

Thought leadership: Building portfolios for market crises

DARREN SNYDER  |  THURSDAY, 3 MAY 2018
... fully understanding the investment product - creates "investor gaps." Capital Fund Management (CFM) president Philippe Jordan says true-to-label balanced portfolios have been rare since the Global Financial Crisis. He says the disappearance means investors ...

ASIC deregisters 117 SMSF auditors

KANIKA SOOD  |  WEDNESDAY, 2 MAY 2018
... lodging their annual statements with ASIC because they are choosing not to audit SMSFs any longer," SMSFA head of policy Jordan George said. This is not the first time SMSF auditors have faced mass deregistering action from ASIC. Two years ago, ASIC ...

SMSF tool receives industry tick

HARRISON WORLEY  |  MONDAY, 9 APR 2018
... advisers on this issue and, importantly, how to remain complaint." In the first issue of the bulletin, ATO commissioner Chris Jordan flagged a distinction between the needs of SMSFs and APRA regulated funds to maintain reserves, pointing out that the ...

Tech selloff builds cash pile at Pengana

KANIKA SOOD  |  THURSDAY, 5 APR 2018
... normal. "We are currently about 12% cash. We want to be 92 to 96% invested at all times," Pengana chief investment officer Jordan Cvetanovski said. As at September 2017, about 9.8% of the $2.1 trillion funds under management in Australia was allocated ...

Adviser demand drives new CFM strategy

ALEX BURKE  |  MONDAY, 25 SEP 2017
... Robertson said. The launch of the new trust follows CFM announcing plans to open a Sydney office. CFM president Phillippe Jordan said the firm hopes to seize upon what he sees as an increasing cohort of sophisticated investors who are searching for low-cost ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... Sydney office next year. Speaking at a media lunch in Sydney yesterday, Capital Funds Management (CFM) president Phillippe Jordan said while the firm had been working with Australian investors for a number of years, they hope to seize upon what they ...