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Showing 711 - 720 of 1383 results for "SMSFs"

SMSF investors reducing cash and shares

DARREN SNYDER  |  WEDNESDAY, 17 JUN 2015
... March 2014. Head of wealth management at HLB Mann Judd Sydney, Michael Hutton, said one of the basic property "dos" around SMSFs was to integrate the fund with your business in terms of ownership of commercial property and rolling over of proceeds upon ...

Advice firm acquires $1bn accountancy business

LAURA MILLAN  |  MONDAY, 15 JUN 2015
... acquired a majority stake in Accountable Financial Group (AFG), an accountancy firm with a focus on self-managed super funds (SMSFs) and just under $1 billion in assets under advice. Aura Group managing director Calvin Ng said the acquisition was compelling ...

Saxo launches trading platform for SMSFs

LAURA MILLAN  |  WEDNESDAY, 10 JUN 2015
... Saxo Capital Markets has launched an online multi asset trading platform in Australia targeting self-managed super funds (SMSFs) and high net worth investors. The SaxoTraderGO platform is designed for casual traders who become increasingly professional ...

CPA sets up independent advice license

LAURA MILLAN  |  FRIDAY, 5 JUN 2015
... advise on limited recourse borrowing arrangements (LRBAs), 56% would like to advise on preparing investment strategies for SMSFs and 36% want to provide insurance needs analysis advice. Licensing for Accountants chief executive Kath Bowler said that ...

Less than a fifth of SMSFs under advice

ALEX BURKE  |  FRIDAY, 5 JUN 2015
... of nearly 1000 AMP and AMP Capital SMSF trustees, the research also shows that more than half of respondents established SMSFs so as to have greater control over their investments. Despite this, the process of investment selection was cited by most respondents ...

Super delivers 12.2% for year end April

ALEX DUNNIN  |  WEDNESDAY, 3 JUN 2015
... policy on pension eligibility, cash delivered just 3% which means investors with cash-heavy portfolios such as retirees or SMSFs are likely to be experiencing very poor returns only marginally positive in 'real' inflation adjusted terms. The top 5 Workplace ...

Trillion dollar super industry attractive to organised criminals

DARREN SNYDER  |  MONDAY, 1 JUN 2015
... reforms implemented from 2013 have reduced illegal early release schemes run through self-managed superannuation funds (SMSFs). In its latest report, Organised Crime in Australia 2015, the commission explains SMSFs have traditionally been more attractive ...

SMSFs need more investment diversity: FinaMetrica

DARREN SNYDER  |  MONDAY, 1 JUN 2015
... believes continued investment in Australian shares and cash could spell disaster for self-managed superannuation funds (SMSFs) when the local market corrects. The call came on top of managed funds data recently released by the Australian Bureau of Statistics ...

Banned for taking $4m from SMSFs

LAURA MILLAN  |  MONDAY, 1 JUN 2015
A Gold Coast businessman has been banned from the financial services industry for taking $4 million from self-managed super fund (SMSF) investors to fund his own real estate investments. The Federal Court in Brisbane banned Craig Gore permanently and ...

CFS to distribute Sanlam funds in Australia

ALEX BURKE  |  TUESDAY, 19 MAY 2015
... 'Recommended' rating by Lonsec and are available on the CFS FirstChoice platform. They will be available on FirstWrap in June. SMSFs and direct investors also currently have access. "Sanlam's Managed Risk strategy is particularly well-suited to retirees ...