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Showing 771 - 780 of 1390 results for "SMSFS"

Retail fund members most likely to establish SMSFs

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
Members of retail funds are the most likely group to switch to self-managed super funds (SMSFs), according to CoreData research. As many as 4.8% of retail fund members are likely to set up an SMSF in the next 12 months, and 17.8% are likely to do so ...

BetaShares launches new equity income fund

MARK SMITH  |  THURSDAY, 6 NOV 2014
... the risk of significant losses. "We believe the launch of the Australian Dividend Harvester is a compelling offering for SMSFs, retirees and investors who are seeking attractive income, but who may be concerned by the uncertain nature of financial markets," ...

DomaCom unveils IPO plans for 2015

LAURA MILLAN  |  THURSDAY, 30 OCT 2014
... "The application of our model is almost boundless and we will be discussing its potential with existing property funds, SMSFs and industry funds."

SMSFs up weighting to international shares

MARK SMITH  |  WEDNESDAY, 29 OCT 2014
... cash returns, according to the latest Multiport SMSF Investment Patterns Survey. In the June quarter 2014, cash holdings in SMSFs reached 18.29%, the lowest level since the quarterly survey began in 2007. AMP SMSF administration head of technical services ...

Family trusts overlooked amid SMSF boom

MARK SMITH  |  TUESDAY, 28 OCT 2014
... for managing investment portfolios and family wealth. "There is a tendency for family trusts to be overlooked in favour of SMSFs as a way of managing wealth. Yet family trusts have a number of advantages over SMSFs that shouldn't be ignored." Hutton ...

Spring FG to pursue more acquisitions

LAURA MILLAN  |  MONDAY, 27 OCT 2014
... assets under advice in excess of $330 million, a mortgage book of more than $120 million and 300 self-managed super funds (SMSFs) under administration. The business recently appointed former Macquarie Bank Group director Guy Hedley as chairman.

UBS launches borrow-to-buy share vehicle

MARK SMITH  |  WEDNESDAY, 22 OCT 2014
... brokerage costs," UBS head of derivatives sales Travis Miller said. "UBS Investment Builders also offer individuals and SMSFs the benefits of potential interest deductions and franking credits, and in the case of UBS Dividend Builders, access to potentially ...

OneVue cuts deal with Spring FG

ALICE URIBE  |  FRIDAY, 10 OCT 2014
... property asset administration capabilities. Spring FG is the latest client to join OneVue's platform with more than 200 SMSFs added in the past quarter, lifting Funds Under Administration (FUA). "So far this year we've added around 500 SMSFs, with 250 ...

Perpetual reveals details of first LIC

MARK SMITH  |  WEDNESDAY, 8 OCT 2014
... He added that PIC's mid-cap focus and access to global opportunities offers much needed diversification, particularly to SMSFs, whose portfolios are typically concentrated in local banks and resources. In a bid to provide improved transparency, Perpetual ...

Super returns lift to 11.1%

STAFF WRITER  |  FRIDAY, 3 OCT 2014
... returns. The impact plays out because these asset classes account for half of all super fund assets under management (ex-SMSFs).