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Showing 941 - 950 of 1384 results for "SMSFs"

Breaking Australia's love affair with the lump sum

JAMES FERNYHOUGH | MONDAY, 29 JUL 2013

... superannuation fund (SMSF) sector. Graeme Colley of the SMSF Professionals' Association of Australia (SPAA) said that while SMSFs tend to move towards income stream products, they would prefer it to be a voluntary move rather than a legislated one. With ...

Financial planners lose out to accountants on SMSFs

JAMES FERNYHOUGH | THURSDAY, 25 JUL 2013

The number of self-managed superannuation funds (SMSFs) using a fully qualified financial planner has declined over the past six years, despite a significant increase in the number of SMSFs, a new report has shown. Much of this potential new business ...

SMSFs lose majority of cases against ATO

JAMES FERNYHOUGH | WEDNESDAY, 24 JUL 2013

... claiming to have misunderstood the requirements. Keeping up with regulatory requirements is therefore paramount. Hughes said SMSFs can expect the ATO to continue its strict monitoring of their activities. "The stats show that the Tax Office is very ...

Generation Y busts SMSF age myth

JAMES FERNYHOUGH | TUESDAY, 23 JUL 2013

Increasing numbers of people under 30 are setting up - or plan to set up - self-managed superannuation funds (SMSFs), according to a new study by Macquarie Bank and the SMSF Professionals' Association of Australia (SPAA). The study found that 8.1% of ...

Fidelity Worldwide Investment cuts minimum investment amounts

MARK SMITH | MONDAY, 22 JUL 2013

... available to advisers who prefer to buy funds directly. It also opens up the funds to self-managed superannuation funds (SMSFs) who have had limited access to Fidelity funds. The $25,000 investment minimum applies across Fidelity's product range available ...

Class Super gains ground in SMSF software race

JAMES FERNYHOUGH | TUESDAY, 16 JUL 2013

... behind competitor BGL in terms of market share. According BGL, its SMSF software product, Simple Fund, is used by over 75% of SMSFs in Australia. BGL managing director Ron Lesh said that his firm "does not worry about what Class Super does," but he questioned ...

ACFS flummoxed by SMSF cash trend

JAMES FERNYHOUGH | FRIDAY, 12 JUL 2013

... Australia's Future' project. The authors quote figures from 2011 that show cash was the second most popular asset class among SMSFs after Australian equities, accounting for 29.3% of investments. For retail and industry funds, cash represented around ...

Two-fifths of Australians upping overseas exposure

MARK SMITH | THURSDAY, 11 JUL 2013

... allocation in their portfolios by 70%. The CGIII surveyed nearly 800 high net worth individuals, self-managed super funds (SMSFs) and higher income investors. "Compared to retail investors, SMSF and high net worth investors tend to be the front of the ...

SMSFs urged to consider transparent alternatives to managed funds

JAMES FERNYHOUGH | WEDNESDAY, 10 JUL 2013

... delegate the day-to-day investment decisions to Macquarie. "We chose Macquarie's Personal Portfolio because it provides SMSFs the best of both worlds: direct ownership of shares and professional investment management - the trustee owns the assets that ...

Macquarie Dividend Run-Up fund launched

MARK SMITH | WEDNESDAY, 10 JUL 2013

... Head of MSI Peter van der Westhuyzen said with cash and term deposit rates falling and confidence rising, investors and SMSFs are actively returning to the share market to benefit shares offering yield and the potential for higher returns. MSI said distributions ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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