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Showing 821 - 830 of 1390 results for "SMSFS"

FUM closes in on $2trn

ALEX DUNNIN  |  TUESDAY, 24 JUN 2014
... past four quarters after again struggling in the face of a restructuring retail investment market increasingly dominated by SMSFs, direct share placements, negatively geared property opportunities and bank deposits. Indeed, contrasted against capital ...

SMSF members getting younger

MARK SMITH  |  TUESDAY, 24 JUN 2014
... 34 and 54 as Australian Taxation Office (ATO) data shows members are getting younger. According to the latest Trends in SMSFS report from CoreData, the age distribution of members has changed drastically in the last nine months with 62.1% aged between ...

2014 MAX Award Winners and Finalists

MICHELLE BALTAZAR  |  MONDAY, 23 JUN 2014

No difference between retail and insto: RARE

JAMES FERNYHOUGH  |  FRIDAY, 20 JUN 2014
... some managers are now offering retail access to unlisted infrastructure, aimed in particular at self-managed super funds (SMSFs), so far the SMSF market has been reluctant to get on board.

Getting ideas across to SMSFs the first battle: AMP

JAMES FERNYHOUGH  |  FRIDAY, 13 JUN 2014
... Lucas. Lucas, who manages AMP Capital's Core Infrastructure Fund (CIF) aimed at retail investors, said the fact that most SMSFs are either unadvised or with independent financial advisers makes it difficult to communicate ideas to them, let alone products. ...

MAX Preview: Beyond value of advice

MICHELLE BALTAZAR  |  THURSDAY, 12 JUN 2014
... focus on adviser needs as business owners. There was a lot of talk around the effectiveness of thematic campaigns (around SMSFs, retirement and insurance) but even more appealing to the planning panellists are campaigns around how they navigate through ...

Investors find opportunity in SMSF conservative approach

LAURA MILLAN  |  WEDNESDAY, 11 JUN 2014
... payments over the next two years could be bought now by risk tolerant investors, and sold later to the more conservative SMSFs. Credit Suisse suggested companies such as BlueScope Steel, Caltex, Fairfax, Flight Centre, Myer or Perpetual, all of which ...

WB Financial launches SMA service with Praemium

LAURA MILLAN  |  TUESDAY, 27 MAY 2014
... Murray Wilkinson said. The group is also developing a new self-managed super fund (SMSF) compliance tool with Praemium. "SMSFs are already a key part of our business today and going forward given we also have an interest in a SMSF Administration Service ...

Platforms pushed by utility as well as technology

ALEX DUNNIN  |  WEDNESDAY, 21 MAY 2014
... plays an important role in leading platform ideas. Industry funds wouldn't be adding Member Direct Options if it wasn't for SMSFs," said Bloore.

New infrastructure fund for SMSFs launches

JAMES FERNYHOUGH  |  TUESDAY, 20 MAY 2014
... director and ME Bank director Arthur Apted. "Up until now, smaller institutional investors, high net worth investors and SMSFs have largely been excluded from access to the unlisted infrastructure market," Coffey said. "We have improved the availability ...