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Showing 911 - 920 of 1072 results for "Separately"

Planners locked out of SMSFs

MICHAEL HOBBS  |  WEDNESDAY, 16 DEC 2009
... means a financial planner provides an ongoing advice service and the fee is based on the size of the SMSF's assets. Separately, the Cooper Review also raised the issue around the level of financial planner education required in the market and suggested ...

SMAs to turbocharge SMSFs

MICHELLE BALTAZAR  |  TUESDAY, 15 DEC 2009
The Cooper Review highlights separately managed accounts (SMAs) as an appealing platform for SMSFs, and has challenged the industry to come up with fresh answers on how SMAs can be adopted widely. The issues paper released yesterday highlighted the ...

Cooper Review calls for SMSF structure overhaul

MICHAEL HOBBS  |  TUESDAY, 15 DEC 2009
... for years to come and product providers still haven't developed products that are appropriate for SMSFs," he said. Separately, Michael Davison, senior policy adviser for superannuation at CPA Australia, said SMSF trustees should not be burdened with ...

Market Wrap - Morning

AAP  |  THURSDAY, 10 DEC 2009
... try to determine how strong the economic recovery will be and where they will be able to make the biggest returns. Separately, the Commerce Department reported that businesses added to inventories at the wholesale level in October after a record 13 straight ...

S&P gives DNR three stars

COMPANY RELEASE  |  FRIDAY, 4 DEC 2009
... Services has assigned its three-star rating to the Dalton Nicol Reid Australian Equity Growth Incrementus Portfolio, a separately managed account model portfolio (SMA) offered by Dalton Nicol Reid (DNR). DNR is a Brisbane-based boutique-fund manager ...

OneVue becomes independent

RUTH LIEW  |  THURSDAY, 3 DEC 2009
... Kong-based wealth management platform provider, WealthCraft, and now its breakaway from DPGL. Tech firm OneVue offers separately managed accounts, investment administration and portfolio services, and unified managed accounts.

Market Wrap - Morning

AAP  |  THURSDAY, 26 NOV 2009
... economic reports, new home sales rose 6.2 per cent to an annual rate of 430,000, higher than economists' expectations. Separately, the government also reported consumer spending rose by 0.7 per cent last month, following a 0.6 per cent drop in September. ...

Ralton wins three stars

COMPANY RELEASE  |  MONDAY, 9 NOV 2009
Standard and Poor's assigns three-star ratings to three separately managed account model portfolios (SMAs) from Ralton Asset Management. The three SMAs are the Ralton Leaders model portfolio, the Ralton High Yield Australian Shares model portfolio ...

Perpetual close to recovering $125m for Mahogany

COMPANY RELEASE  |  MONDAY, 9 NOV 2009
... release it for distribution. LBSF has sought permission to pursue a further appeal, this time to the UK Supreme Court. Separately, LBSF is also moving to obtain a parallel judgment in the US, creating further uncertainty for Mahogany noteholders. Group ...

Premium eyes more practices

MICHAEL HOBBS  |  MONDAY, 26 OCT 2009
... Premium Wealth Management is in talks with a dozen practices to join its ranks and is also looking at ways to access separately managed account (SMA) technology. Chris Saunders, chief executive at Premium Wealth Management, said the business is talking ...