Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 811 - 820 of 1811 results for "Managed Super"

FEATURE: Understanding mFund

STAFF WRITER  |  WEDNESDAY, 4 FEB 2015
... to figures from the Australian Taxation Office (ATO), barely 5% of the $543 billion that is invested through self-managed super funds sits in managed investment schemes. Furthermore, SMSF investors are vastly under-invested in international securities. ...

Spike in SMSF borrowing breaches

MARK SMITH  |  FRIDAY, 23 JAN 2015
There has been a spike in the number of self-managed super fund (SMSF) breaches related to borrowing, research by Partners Wealth Group shows. The number of SMSFs requiring a contravention report to be lodged with the ATO has fallen over the past year ...

What if SMSFs flocked to global equities in 2015?

LAURA MILLAN  |  WEDNESDAY, 21 JAN 2015
Self-managed super funds (SMSF) are expected to buy $1 billion of Australian equities per month, but what if individual investors developed an appetite for global stocks at the expense of the local market? A Credit Suisse analysis of "Down-under surprises ...

Andrew Hewison takes over Hewison Private Wealth

LAURA MILLAN  |  TUESDAY, 20 JAN 2015
... 900 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
... allow Pro 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 ...

OneVue launches new platform

HARRY PAGE  |  THURSDAY, 8 JAN 2015
... investors to manage their investments whether they hold them directly, through a retail superannuation fund or a self-managed super fund (SMSF). "The platform will help members make better, more informed investment choices, with competitive and transparent ...

ASIC acts on 440 SMSF auditors

LAURA MILLAN  |  THURSDAY, 18 DEC 2014
Self-managed super fund (SMSF) auditors who did not undertake or pass a competency exam necessary to retain their registration have seen their registration cancelled by the Australian Securities and Investments Commission (ASIC). ASIC has also disqualified ...

MLC partners with SPAA

JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
MLC has partnered with the SMSF Professionals' Association of Australia (SPAA) to provide advisers with self-managed super fund (SMSF) advice accreditation, training and support. Under the scheme, MLC and NAB licensees who attain SPAA accreditation ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... measured" approach on advisers who need to adapt their businesses to the initial version of the legislation. Self-managed super funds The SMSF market continues to grow at an exponential rate. As of 30 June 2014, when the ATO last counted, there were ...

ATO cold calling to test SMSF trustees

LAURA MILLAN  |  FRIDAY, 5 DEC 2014
The Australian Taxation Office is calling self-managed super fund (SMSF) trustees to test their fund knowledge and restricting their ability to operate the fund if they fail. Legal document provider Topdocs said in a technical article that "examples ...