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

Search Results

Showing 71 - 80 of 98 results for "SMSF clients"

ASIC closes in on SMSF advice firms

LINDA HAUSKEN  |  FRIDAY, 13 JUL 2012
... companies have raised approximately $4.75 million from more than 200 investors. Royale and Active were offering their SMSF clients' shares in companies based in the US and the British Virgin Islands, when the appropriate disclosure documents had not ...

Macquarie sees managed accounts surge

ELISE BURGESS  |  THURSDAY, 15 MAR 2012
... managed accounts in light of continued volatility and regulatory change. "Managed accounts are also popular among SMSF clients and with the SMSF industry continuing to grow it makes sense to expect that managed accounts will increasingly gather interest ...

SMSFs the new retail

CLAIRE MCGREAL  |  FRIDAY, 24 FEB 2012
... after the SMSF market its not immediately evident," Francois told Financial Standard. "50 to 60% of our clients are SMSF clients... again we haven't specifically gone out to target them but there has been more retail investors that have contacted us ...

Planners remain wary of switching cash to equities

MATT WOODINGTON  |  MONDAY, 25 JUL 2011
... growth assets at good prices," said Jon Reilly, Asset Allocation and Investment Committee. Jordan said that many SMSF clients that were looking to allocate more capital away from cash were falling back on property. "A lot of them are saying, 'we know ...

New tool launched to gear SMSFs into property

ALISON BEVEGE  |  FRIDAY, 22 JUL 2011
... mortgage on a property by using contributions all inside of super sounded like a pretty attractive proposition for young SMSF clients in the accumulation phase. Multiport offered a series of case studies in which property could work in an SMSF.

Class Super adds actuarial SMSF service

MATT WOODINGTON  |  MONDAY, 18 JUL 2011
... administration provider Class Super is using cloud computing to offer automated actuarial certificate data transfers for SMSF clients. Class Super, developed by Class Financial Systems, said it will provide real time access to accountants, administrators ...

SMSF trustees are looking for mentors

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
... manager at Colonial First State, told delegates that the funds management industry hadn't yet worked out how to handle SMSF clients.

SMSF trustees pile $69.5m in US property

ELISE BURGESS  |  TUESDAY, 14 JUN 2011
... Fund IPO closed on June 10. Dixon Advisory is a member of the Dixon Advisory Group, which services more than 3,900 SMSF clients with a combined superannuation asset base of more than $3.9 billion. The firm said Australian investors and SMSF trustees ...

Planners struggle to sell practices as values fall

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
... from 3.2 in 2009 to 3.0 this year. * Risk clients: from a range of 3.5 to 4.0 in 2010, to 3.0 to 3.5 this year. * SMSF clients of all ages: from 3.3 in 2009 to a range of 2.7 to 3.0 this year. * Corporate super clients: from 3.0 in 2009 to a range of ...

MDAs to expand SMSF footprint

ELISE BURGESS  |  TUESDAY, 15 MAR 2011
... to implement a Class Super datafeed that enables a cost effective discretionary SMSF solution to be rolled out to SMSF clients of the intermediary. "IAS is also in discussions with other providers including BGL and IDS Super to expand the IAS SMSF footprint ...

Editor's Choice

Future Group marks new successor fund transfer

KARREN VERGARA  |   12:39PM
Future Group announced its Smart Future Trust will take on the GuildSuper and Child Care Super brands as the group continues to expand with another successor fund transfer.

HUB24 expands C-suite with innovation role

VINNY VUCAGO  |   11:57AM
HUB24 has strengthened its executive leadership team with the creation of a new chief operating and innovation officer role, bringing technology, innovation and strategy implementation under a broader remit.

Former director jailed for misuse of $1.75m

VINNY VUCAGO  |   11:31AM
Former Equitable Financial Solutions director Usman Siddiqui has been sentenced to six years and six months' imprisonment for dishonestly using his position as a director and misappropriating company funds.

PE giants partner with Nvidia for $709bn AI platform

MATTHEW WAI  |   11:53AM
Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR have signed memorandum of understanding (MoU) with Nvidia to mobilise half a trillion US dollars ($709bn) of third-party capital to further accelerate the buildout of AI infrastructure.

Videos

Brought to you by
MORE VIDEOS

Products

Financial Standard Guide To Series

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.
MORE INFO
Financial Standard Publisher's Forum

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.
MORE INFO
Financial Standard Product Showcases

Product Showcases

Putting the spotlight on investment products that matter.
MORE INFO

Expert Feed

Industry Events

MORE INDUSTRY EVENTS
OCT
29

Retirement Income Forum 

NOV
5

Power50 

NOV
12

Editorial Webinar 

AUG
27

ASFA Investment Summit 

SEP
8

SMSF Audit Day 

Featured Profile

MORE PROFILES
Andrew Gregory

Andrew Gregory

CHIEF ADVICE OFFICER
UNISUPER
After 25 years, Andrew Gregory remains motivated by the impact financial advice can have on Australians' lives. As UniSuper's chief advice officer, he is not slowing down on any of his current ambitions. Matthew Wai writes.
READ MORE
The Financial Standard podcast
Tune in each week as we discuss the latest developments in Australia's wealth management industry.
Financial Standard podcast
Spotify
Apple Podcasts
Amazon Music
YouTube
Follow Financial Standard on Facebook
Follow Financial Standard on Twitter
Follow Financial Standard on LinkedIn
Follow Financial Standard on Instagram
Rainmaker Information Pty Ltd - ABN 86 095 610 996
part of ISS - Institutional Shareholder Services, © Copyright 2026, All Rights Reserved
MarketSage  -  MarketPulse  -  MarketPro  -  Media