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Showing 751 - 760 of 1383 results for "SMSFs"

What if SMSFs flocked to global equities in 2015?

LAURA MILLAN  |  WEDNESDAY, 21 JAN 2015
... local market? A Credit Suisse analysis of "Down-under surprises for 2015" asked the question and considered it possible that SMSFs "hedge against potential upcoming weakness in Aussie equities or even the Aussie dollar." "After-all, both look expensive ...

Andrew Hewison takes over Hewison Private Wealth

LAURA MILLAN  |  TUESDAY, 20 JAN 2015
... individual client investment portfolios valued at $600 million. Approximately 500 portfolios belong to self-managed super funds (SMSFs).

Wealth Know How teams with Pro Adviser

HARRY PAGE  |  WEDNESDAY, 14 JAN 2015
... Adviser's website to show a cross-section of Wealth Know How's educational videos on topics like self-managed super funds (SMSFs) term deposits and portfolio diversification. Pro Adviser managing director Nikhil Sreedhar said the partnership would generate ...

MLC partners with SPAA

JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... our advisers with market leading training and development opportunities in SMSF advice. "With more Australians looking to SMSFs to engage in their superannuation and retirement plans, it is imperative advisers are there to meet the growing needs of clients ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... without too much probing from the regulator, but in return there is to be no compensation scheme if things do turn sour. Where SMSFs have been getting unwanted attention is the scrutiny of the amount of tax they pay. The argument is that the system unfairly ...

SPAA "disappointed" by the FSI's SMSF borrowing recommendations

ALICE URIBE  |  MONDAY, 8 DEC 2014
... line with statements made by SPAA chief executive Andrea Slattery earlier this year Colley said the size of LRBAs within SMSFs was small compared to totals assets. "It is only $8-10 billion out of a bucket of $500 billion, which is 1.7% or 1.8% of total ...

ATO exec leaves to join consulting firm

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
... Super Consulting. Stuart Forsyth was involved in drafting the ATO ruling on limited recourse borrowing arrangements for SMSFs and his departure follows the announcement of cost cuts by the government as part of the 2014 Budget. "Stuart will be central ...

Hedge fund growth problem not helped by new products

MARK SMITH  |  FRIDAY, 21 NOV 2014
... we are seeing an increase in the number of listed investment companies (LICs), which are designed to directly appeal to SMSFs. There has also been an increase in the number of simple long short funds, which are more easily understood by the retail investor ...

Geared BetaShares ETF upgraded by Lonsec

MARK SMITH  |  THURSDAY, 20 NOV 2014
... borrowing to buy shares, including managed funds and margin loans. The ratings house also said the fund may be used within SMSFs, and offers a convenient way for investors to access a geared strategy, without the need for administrative paperwork or ...

Advisers confirm SMSF appetite for LICs

STAFF WRITER  |  MONDAY, 17 NOV 2014
... demand for LICs because they are transparent and liquid investments and these are features which investors, particularly SMSFs, are seeking," Perpetual Investments portfolio manager Vince Pezzullo said. Speaking about the recent launch of Perpetual's ...