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Showing 61 - 70 of 82 results for "IDPS"

Wealthtrac revises structure for independent market

MELANIE TIMBRELL  |  FRIDAY, 31 AUG 2012
... for superannuation. Wealthtrac has lowered this to $350,000 capped with a new maximum of $2,460 and $2,385 per annum for IDPS," Johnson said. Wealthtrac has stated that this makes them the lowest capped traditional platform in the marketplace, although ...

Count morphs into super entity with new AFSL

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
Clarification around FOFA has positioned Count to become an Investor Directed Portfolio Services (IDPS) operator and Responsible Superannuation Entity (RSE) in respect of its strategic platform offerings. The independent dealer group said the cut of ...

Platforms bounce back after GFC

ALEX DUNNIN  |  TUESDAY, 22 MAR 2011
Platform funds under administration (FUA) by end December 2010 reached $397 billion, just below its pre-GFC $400 billion 2007 peak, meaning that as terrible as the GFC fallout was, it only set back Australia's wealth creation plans by two years. The ...

EQT reopens small companies fund

COMPANY RELEASE  |  FRIDAY, 27 NOV 2009
... will be 1.179 per cent per year. As part of Equity Trustees' distribution strategy, the fund will be available on selected IDPS platforms.

Oasis adds two groups and recovers FUM

MICHAEL HOBBS  |  TUESDAY, 22 SEP 2009
... provider announced it had successfully transitioned the administration of the FSP Portfolio Services' superannuation and IDPS products onto its platform. Wayne Lowe, the group's managing director, said adding the three groups in the past six months is ...

Oasis looks to SMAs and ETFs

RUTH LIEW  |  WEDNESDAY, 15 JUL 2009
... Management Limited is the trustee and operator of a superannuation master trust and Investor Directed Portfolio Service (IDPS) products. MoneyOne.Com.Au Limited is responsible for the development of desktop and online services for financial advisers ...

FSP transitions to Oasis

COMPANY RELEASE  |  FRIDAY, 12 JUN 2009
Oasis Asset Management Ltd has transitioned the administration of FSP Portfolio Services' superannuation and IDPS products onto its platform. Oasis managing director Wayne Lowe said the transition was of the "largest transitions ever attempted in our ...

Caravan parks deliver high income

MICHAEL HOBBS  |  MONDAY, 30 MAR 2009
... per cent by 2020. Financial planners can now access to the fund easier after it was placed on the Macquarie Wrap for both IDPS and super/pension platforms. Reon Botha, Aspen Group national distribution manager, said having the fund available on the Macquarie ...

Avanteos launches managed account

MICHAEL HOBBS  |  TUESDAY, 21 OCT 2008
... flexibility for financial planners. The managed account's first phase is an individually managed account (IMA) product within its IDPS. "While the first phase of Avanteos' managed account solution in an IMA, the way the product has been developed means ...

IMAP gains Aviva muscle

RUTH LIEW  |  MONDAY, 2 JUN 2008
... investment team responsible for the development of Navigator's investment product range at Aviva. He is in charge of the Navigator IDPS, managed accounts, share services, margin lending and multi manager unit trusts among other divisions. "We wanted ...