Search Results | Showing 81 - 90 of 358 results for "self-managed super" |
| | | ... three years and preferably rolling five years," said Dunn. AMP is also looking to expand its offerings to the self managed super funds market in Australia, on the back of its acquisition of Adelaide-based SMSF administrator Cavendish. However, AMP group ... |
| | | | ... strictly case-by-case basis, for accountants registering with the Australian Securities & Investments Commission's self managed super fund auditor program. Requirements such as tertiary qualifications, an exam and other registration conditions will become ... |
| | | | ... and Self-Invested Personal Pensions. "In Australia, this functionality is also required for family trusts and self managed super funds," said Enda Mahoney, chief operating officer at Financial Simplicity. "For family trust it's about the financial planner ... |
| | | | ... offered by 517 super funds and mastertrusts, covering $810bn and 27 million members. The survey also covered 40 self managed super fund (SMSF) administration groups. "The net result is the fee centre of gravity is increasingly moving towards low cost ... |
| | | | Perpetual needs more accelerated and fundamental change, said chief executive and Managing Director Geoff Lloyd, after announcing the group's $26.7 million net after tax profit - a 57% fall on the previous year. A group-wide cost reduction program in ... |
| | | | ... billion. Retail funds, including superannuation platforms and legacy retail, grew only 0.6% to $372 billion. Self managed super funds (SMSF) grew 3.7% to $484 billion and are well on their way to breaking through the half trillion dollar barrier. Corporate ... |
| | | | Knowledge of life insurance offers is the biggest barrier to self managed super fund members taking it up within their fund, said AIA Australia. AIA Australia surveyed approximately 400 advisers on the knowledge and take-up of life insurance within ... |
| | | | ... "They have a legitimate and - at times - rewarding role to play in an investment portfolio," he said. "For a self managed super fund with $500 000 a structured product may offer an ideal way to capture market upside for an outlay of the interest payments. ... |
| | | | ... lets SMSF investors borrow money to invest in listed shares and unlisted managed funds. The product allows self managed super fund (SMSF) investors to borrow a minimum of $20,000 to purchase a single parcel of shares or units in a managed fund from the ... |
| | | | ... revenue, despite cost of advice falling and the specialist skills required. The Vanguard/Investment Trends Self Managed Super Fund Planner Report showed despite total revenue from SMSFs falling from 24% in 2011 to 21%, advisers were still optimistic ... |
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