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Showing 951 - 960 of 1391 results for "SMSFS"

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 ...

ECT relief should apply to non-concessional contributions: SPAA

JAMES FERNYHOUGH  |  MONDAY, 1 JUL 2013
... However, Slattery said penalising excess non-concessional - or after-tax - contributions is also unfair. "The peak body for SMSFs believes a similar refunding option should apply to excess non-concessional contributions as it is the excess non-concessional ...

AMP targets SMSFs for infrastructure and property funds

JAMES FERNYHOUGH  |  FRIDAY, 28 JUN 2013
AMP Capital is launching a website as part of a new marketing campaign aimed at encouraging self-managed superannuation fund (SMSF) investors to branch out into infrastructure and non-residential property. While residential property is a popular investment ...

Endowment bond product frees SMSFs to add risk

MARK SMITH  |  THURSDAY, 27 JUN 2013
The steady stream of reliable income provided by endowment bonds provides self-funded retirees with the certainty to take greater risk elsewhere in their portfolios, according to Endowment Bond Exchange (EBX) chief executive officer Stephen Duchesne. ...