Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 15 results for "SMSF customers"

New super fund prepares for launch

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
... typically establish an SMSF, seeking to have more control of their super, usually aged in the 35-50-year bracket. "Many SMSF customers don't believe 'traditional super' options meet their needs and they're on the hunt for something better," he said. ...

Raiz expands to SMSF market

ANNABELLE DICKSON  |  FRIDAY, 19 MAR 2021
... statement," Malone said. Malone said Raiz was receiving enquiries from dealer groups each week asking to put their SMSF customers in the portfolio. "To date only individuals could invest with Raiz - it has more than 400,000 active customers - but by ...

SMSF cash allocation dips

KARREN VERGARA  |  WEDNESDAY, 12 SEP 2018
... Amazon, Apple, Netflix, Google or Berkshire Hathaway in an effort to enhance performance," Commonwealth Bank head of SMSF customers, Marcus Evans said. CommSec found demand for international LICs and LITs is also on the rise. Between January 2018 and ...

The changing face of SMSFs

JAMIE WILLIAMSON  |  MONDAY, 10 SEP 2018
... Amazon, Apple, Netflix, Google or Berkshire Hathaway in an effort to enhance performance," Commonwealth Bank head of SMSF customers, Marcus Evans said. Amazon, Apple, Facebook, Tesla and Berkshire Hathaway are the top five international stocks by trading ...

SMSFs continue to break with tradition

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
... stocks such as A2 Milk, Bubs Australia, Galaxy Resources and Artemis Resources, with Commonwealth Bank head of SMSF customers, Marcus Evans citing lower returns from the likes of the banks and Telstra as key to this investment shift. The value of trades ...

Female SMSF investors more focused on securing retirement

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
... domestic equities, but some SMSFs are more diversified than we give them credit for," Commonwealth Bank head of SMSF Customers, Marcus Evans said. "In the current low growth environment, it seems SMSFs have been seeking cost-effective diversification. ...

Need for SMSF specialists growing

JAMIE WILLIAMSON  |  TUESDAY, 4 APR 2017
... investors: the Outsourcer (13%), Coach Seeker (22%), Self-Directed Investor (30%) and the Controller (35%). CBA head of SMSF customers Marcus Evans said that as the sector matured, SMSF members have become increasingly diverse. "While all SMSF investors ...

SMSF investors trade during market volatility

EMMA RAPAPORT  |  MONDAY, 16 JAN 2017
... SMSFs have been more likely to trade during periods of market volatility than non-SMSFs," Commonwealth Bank head of SMSF Customers Marcus Evans said. There were however, signs that SMSFs took a more conservative stance on investment strategies following ...

Men more confident than women in managing SMSFs

MARK SMITH  |  MONDAY, 15 FEB 2016
... is still a real gender divide for trustees when it comes to confidence and knowledge," Commonwealth Bank head of SMSF customers Marcus Evans said. "Given that women account for nearly half of all SMSF members, more must be done to better support and ...

SMSFs ramp up trading in turbulent markets

LAURA MILLAN  |  FRIDAY, 4 DEC 2015
... during recent volatility shows investors are constantly keeping an eye on the market," Commonwealth Bank head of SMSF customers Marcus Evans said, and added that the data "dispels the myth that SMSFs are conservative investors." When comparing SMSF trustees ...
PAGE:
1
PREVIOUS
NEXT