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Showing 721 - 730 of 2556 results for "SMSF"

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... have a material impact on Class' FY19 or FY20 earnings. Class said the partnership is an important strategic step for the SMSF software provider as it moves into the broader wealth management space. "Class and Philo are well aligned, both delivering ...

SMSF darlings revealed

KANIKA SOOD  |  MONDAY, 4 MAR 2019
... superannuation funds renewed their focus on blue chip stocks amid market uncertainty in the second half of 2018, the latest CommSec SMSF trading trends report shows. The sector had been cooling to the top stocks for some time. Almost 40% of the traded ...

Advice firm hires chair

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
A Melbourne-based advice, wealth management and accounting firm has appointed a new chair as its incumbent retires. Tim Carroll will start as Prime Financial Group's non-executive, independent chair on March 1, after serving on the board for three years. ...

Infrastructure fund plans SMSF raise

KANIKA SOOD  |  MONDAY, 25 FEB 2019
A fund that gives SMSFs and HNWs exposure to unlisted infrastructure assets like airports and toll roads is planning to raise $50 million in March. Former Telstra Super head of alternatives Nicole Connolly's Infrastructure Partners Investment Fund ...

SMSFA recognises member achievements

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
The Self-Managed Super Fund Association recognised several distinguished participants in the SMSF community on the final day of its national conference. SuperConcepts' executive manager of SMSF technical services Mark Ellem picked up the SMSFA CEO Award ...

Royal Commission and its one canoe message is on point

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
Challenger chairman of retirement income Jeremy Cooper said the Royal Commission's outstanding lesson for SMSF advisers is to keep their feet in one canoe. Speaking on the final day of the Self-managed Super Fund Association's national conference in ...

No one-size-fits-all approach to franking changes

HARRISON WORLEY  |  FRIDAY, 22 FEB 2019
... panel of experts representing some of the world's largest fund managers discussed the best investment strategies for SMSF investors if Labor's franking credit refund changes were to pass unaltered through both houses of Parliament after the upcoming ...

Super needs a clear objective: Cooper

HARRISON WORLEY  |  THURSDAY, 21 FEB 2019
... raise that additional revenue and to fund those important services." He added Labor's policy wasn't part of an attack on the SMSF sector, but rather a portion of a suite of changes it was proposing across the wealth management board, including changes ...

SMSFA turns up the heat on franking debate

HARRISON WORLEY  |  THURSDAY, 21 FEB 2019
... give to their children before reverting to the pension. "It will force more people onto the Age Pension. If you are 60 in an SMSF with $1 million, you can get the pension from 67. Gifting is only counted in the last five years, so from between 60 and ...

Opportunities outweigh threats when it comes to SMSFs

HARRISON WORLEY  |  WEDNESDAY, 20 FEB 2019
Threats to the SMSF sector certainly exist, but they are outweighed by opportunities, according to the Self-Managed Super Fund Association. Opening the SMSF advocacy body's national conference in Melbourne this morning, a panel of industry experts discussed ...