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Showing 921 - 930 of 1391 results for "SMSFS"

BUSSQ members happiest in Australia

JAMES FERNYHOUGH  |  WEDNESDAY, 11 SEP 2013
... retail funds to own that space going forward," Helmes said. Other ageing chestnuts dealt with by the report were the rise of SMSFs and the problem of member engagement. On the latter point, the report found that age and a high balance are the two factors ...

Telstra Super lures members with SMSF lookalike

JAMES FERNYHOUGH  |  TUESDAY, 10 SEP 2013
... direct access to term deposits and shares, in a move to retain members who might otherwise set up self-managed super funds (SMSFs). The investment option, called Direct Access, was developed with UBS, and will give members access to term deposits with ...

Could ASIC become the SMSF regulator?

JAMES FERNYHOUGH  |  TUESDAY, 10 SEP 2013
The recent scrutiny that self-managed super funds (SMSFs) have found themselves under from the Australian Securities and Investments Commission (ASIC) could be a taste of things to come, according to lawyer Claire Wivell Plater, managing director of ...

ETF market closes in on $9 billion milestone

MARK SMITH  |  FRIDAY, 6 SEP 2013
... of Australia's ETF market will continue given rising demand from direct investors and self-managed superannuation funds (SMSFs) who are using ETFs to broaden their portfolios to include assets which they couldn't previously access easily. "We are also ...

Anne Street SMSF advice falls under ASIC radar

LAURA MILLAN  |  THURSDAY, 5 SEP 2013
... assess, make recommendations and report to ASIC over the next 18 months. ASIC concerns related to the low balance with which SMSFs were established and the advice not being sufficiently tailored to the needs of each client. Anne Street Partners failed ...

Employer super contributions down as jobless figure rises

JAMES FERNYHOUGH  |  THURSDAY, 5 SEP 2013
... unemployment - from 5.1% in June 2012 to 5.7 % in June 2013 - and slowing GDP growth. "It is also possible that the leakage to SMSFs is taking higher contributing members from the APRA regulated sector meaning there is a step down in contributions to ...

ASIC concerned over "pockets" of poor SMSF advice

LAURA MILLAN  |  MONDAY, 2 SEP 2013
... event of theft or fraud," Tanzer said. Tanzer also mentioned aggressive advertising and an increase in the targeting of SMSFs by less scrupulous operators. "The success of SMSFs will attract those operators hoping to make an easy buck, whether that comes ...

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
... investors to dispense with advice altogether and manage their own finances, often through self-managed superannuation funds (SMSFs). But for these investors looking for a more actively-managed portfolio, MDAs are an attractive option and, if presented ...

Xpress Super adds direct property to SMSF platform

JAMES FERNYHOUGH  |  TUESDAY, 27 AUG 2013
... other asset class." These figures differ markedly from research by Investment Trends. According to the latter, in April 2013 SMSFs had 13% of their investments in property - including direct investments, REITs and LPTs. The research shows a steady fall ...

Super assets hit $1.6 trillion, investment returns at 4-year high

ALEX DUNNIN  |  THURSDAY, 22 AUG 2013
... faster as they climbed 21% during the financial year, far outstripping the 15.4% growth in self-managed superannuation funds (SMSFs), the 15.3% growth in public sector funds, the 13.7% growth in retail funds and the 10.0% growth in corporate funds. The ...