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Showing 851 - 860 of 1833 results for "Managed Super"

State Street partners with wealth management tech provider

MARK SMITH  |  THURSDAY, 13 NOV 2014
State Street and FNZ Australia have formed a partnership giving State Street's Australian clients access to FNZ's wealth management technology solutions. The combined solution brings together FNZ's global platform technologies and State Street's custody ...

ASIC takes SMSF property spruikers to court

LAURA MILLAN  |  WEDNESDAY, 12 NOV 2014
The Australian Securities and Investments Commission (ASIC) has sought court orders against an unlicensed property investment promoter based in New South Wales. Park Trent Properties Group is carrying on an unlicensed financial services business and ...

Former QIC exec appointed OneVue COO

JAMES FERNYHOUGH  |  FRIDAY, 7 NOV 2014
OneVue has appointed former QIC general manager of investment operations Richard Stevens as its new chief operating officer, as part of a wider executive restructure. Stevens will replace Lisa McCallum, who has moved into the newly created role of head ...

QSuper number one for member satisfaction

JAMES FERNYHOUGH  |  FRIDAY, 7 NOV 2014
... First State Super, HESTA, HOSTPLUS, MLC, OnePath, REST, Sunsuper, in addition to an amalgamated analysis of self-managed super funds. QSuper achieved the highest score of any brand across all key attributes, including overall value, investment performance ...

Spring FG set to launch IPO

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
... services. It has 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. Spring FG manager director Keith Cullen said that the offer will be available to ...

IRESS and Class Super partner to target SMSF accountants

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
... information available includes fund details, member details and contribution limits. A range of reports for self-managed super fund (SMSF) clients can also be run in XPLAN using Class data, including contribution caps, member benefit statements, statement ...

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 ...

Investors should be wary of mixed USD signals

ALEX DUNNIN  |  WEDNESDAY, 5 NOV 2014
... its potential) and may require monetary tightening." With 30% of Australian superannuation assets, excluding self-managed super funds, invested overseas Amundi's US rates commentary takes on major significance especially regarding its implications for ...

SMSFs up weighting to international shares

MARK SMITH  |  WEDNESDAY, 29 OCT 2014
Self-managed super fund (SMSF) trustees have upped their international equity exposures as low interest rates continue to weigh on cash returns, according to the latest Multiport SMSF Investment Patterns Survey. In the June quarter 2014, cash holdings ...

Family trusts overlooked amid SMSF boom

MARK SMITH  |  TUESDAY, 28 OCT 2014
Financial advisers are overlooking a huge range of benefits that family trusts have over self-managed super funds for their high net worth clients, according to HLB Mann Judd Sydney head of wealth management Michael Hutton. Hutton said that despite ...