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Showing 761 - 770 of 1809 results for "Managed Super"

CPA sets up independent advice license

LAURA MILLAN  |  FRIDAY, 5 JUN 2015
... survey of 100 accountants who are considering providing financial advice found that 91% want to be licensed for self-managed super fund (SMSF) establishment advice and contributions advice. Of those surveyed, 71% would like to provide assistance with ...

Less than a fifth of SMSFs under advice

ALEX BURKE  |  FRIDAY, 5 JUN 2015
According to AMP Capital research, just 17% of self-managed super fund trustees use a financial adviser. Based on a survey of nearly 1000 AMP and AMP Capital SMSF trustees, the research also shows that more than half of respondents established SMSFs ...

SDI products drive retail FUM growth

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
... separately managed account (SMA) options such as model portfolios, exchange tradeable funds and products, and self managed super funds (SMSF). Research presented by Rainmaker at yesterday's MAX Marketing, Advertising and Sales Forum convened by the research ...

Trillion dollar super industry attractive to organised criminals

DARREN SNYDER  |  MONDAY, 1 JUN 2015
The Australian Crime Commission believes Stronger Super 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 ...

SMSFs need more investment diversity: FinaMetrica

DARREN SNYDER  |  MONDAY, 1 JUN 2015
Risk profiler FinaMetrica 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 ...

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 ...

Advice firm ditches platform, adopts MDA

STAFF WRITER  |  TUESDAY, 26 MAY 2015
... clients to the managedaccounts.com.au solution within the next 12 to 18 months. "Many of our clients have a self-managed super fund and want to invest directly in broad range of investments without the hassle of responding to a Record of Advice when ...

ANZ enters fast growing ETF market

LAURA MILLAN  |  TUESDAY, 26 MAY 2015
... is still a small part of the market. "We are trying to bring ETFs to the broader market, to the $500 billion self-managed super fund market, for example," Laidler said. He explained that it also makes sense in a post-Future of Financial Advice (FoFA) ...

Forget Australia, head stateside for property yield

LAURA MILLAN  |  THURSDAY, 21 MAY 2015
... Judd partner Jonathan Philpot said. He explained that he is increasingly being approached by clients - mainly self-managed super fund (SMSF) trustees - willing to invest in property through negative gearing. "We just don't think that's the best structure ...

Empirics launches social analytics tool for super funds

ALEX BURKE  |  MONDAY, 18 MAY 2015
... selection process, and also to identify member groups that may consider switching funds (or establishing a self-managed super fund). "The super industry is becoming increasingly competitive in Australia. Now, more than ever, funds need to better understand ...