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Showing 841 - 850 of 1809 results for "Managed Super"

Super squabble beyond the joke: Taxpayers Australia

MARK SMITH  |  FRIDAY, 17 OCT 2014
The infighting between bodies representing the retail and industry sides of superannuation is detrimental to members' interests, according to Taxpayers Australia. The not-for-profit advocacy group said the battle "would be amusing if the consequences ...

Countplus business acquires advice practices

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
Countplus financial planning group subsidiary Total Financial Solutions (TFS) has added two advice practices to its network and acquired a 49% interest in a third firm. A Sydney-based specialist personal insurance advice business will join TFS this ...

Paradigm acquires Melbourne-based practice

MARK SMITH  |  TUESDAY, 7 OCT 2014
Melbourne-based advisory firm Paradigm Wealth Management has almost doubled its funds under advice to $350 million following the acquisition of independent planning practice, Portfolio Managers. The acquisition, which was completed recently following ...

BNY Mellon parts ways with investment strategist

MARK SMITH  |  FRIDAY, 3 OCT 2014
... company in July 2012 and was responsible for the expansion of product and client services tailored for the self-managed super fund segment and intermediaries who specialise in the area. She has over 20 years' experience in financial markets and has held ...

Poor advice forces changes to SMSF practice

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
A self-managed super fund (SMSF) advice business has been forced to improve its advice processes over concerns that it was providing poor advice to clients. Melbourne-based Interprac Financial Planning agreed to address concerns from the Australian ...

PROFILE: AMP SMSF managing director Natasha Fenech

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
... precise. She has combined the two during more than 24 years in financial services and, most recently, as AMP self-managed super fund (SMSF) business' managing director, Laura Millan reports. Fenech learnt the most valuable lesson of her career shortly ...

ASX mFund yet to attract major brokers

JAMES FERNYHOUGH  |  MONDAY, 22 SEP 2014
More than three quarters of Australia's online retail investors could have difficulty accessing the ASX's mFund service because their existing broker does not offer access. According to figures from Investment Trends, collectively CommSec, E*Trade ...

HOSTPLUS to launch lifecycle option

JAMES FERNYHOUGH  |  FRIDAY, 19 SEP 2014
Industry super fund HOSTPLUS will launch a lifecycle investment option next year, becoming one of the few industry funds to do so. Speaking in Sydney yesterday, HOSTPLUS chief executive David Elia said the new investment option will tailor its investment ...

SMSF borrowers should be forced to seek advice: AFA

LAURA MILLAN  |  THURSDAY, 18 SEP 2014
Self-managed super fund (SMSF) trustees who want to enter into a limited recourse borrowing arrangement should be forced to seek financial advice, the Association of Financial Advisers (AFA) said. In its submission to the Financial System Inquiry (FSI) ...

BGL partners with Auditflow

JAMES FERNYHOUGH  |  FRIDAY, 12 SEP 2014
Self-managed superannuation fund (SMSF) administration software provider BGL has integrated its Simple Fund 360 with Auditflow's auditing software. The integration of the two platforms will allow users to load data from the cloud-based Simple Fund 360 ...