Multiport SMSF Investment Patterns Survey March 2015

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Multiport undertakes a quarterly analysis of its SMSF client investments to get a closer insight into how SMSF trustees invest and to identify emerging investment trends. The survey covers around 2250 funds, a sample of the SMSFs Multiport administers and the investments they held at 31 March 2015. Funds are administered on a daily basis […]

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Cash loses appeal for SMSFs in favour of fixed interest and property

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Falling interest rates in the December 2012 quarter saw self-managed super fund (SMSF) trustees decrease their cash holdings in favour of fixed interest and direct property investments, according to the latest Multiport SMSF Investment Patterns Survey.  The quarterly Multiport SMSF Investment Patterns Survey covers around 1,900 funds, a sample of the SMSFs Multiport administers, and […]

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SMSF trustees’ exposure to equities below expectations

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Self managed super fund (SMSF) trustees’ allocation to Australian equities did not keep pace with the strong performance of the share market in the September quarter, according to the latest Multiport SMSF Investment Patterns Survey.  Overall asset allocation to Australian equities was up only 0.1 per cent to 31.8 per cent, despite the All Ordinaries […]

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SMSF contributions for FY12 up almost $7,000

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Average self-managed super fund (SMSF) contributions for the 2011/2012 financial year were up $6,833 from last year to $47,533 and cash holdings increased significantly in the June quarter, up by almost 4 per cent, according to the latest Multiport SMSF Investment Patterns Survey. Multiport Head of Technical Services Philip La Greca said the bulk of […]

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Crystal Wealth Partners moves into managed accounts with Multiport

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Boutique advisory and investment management practice Crystal Wealth Partners has launched a unified managed account solution developed with managed account specialist provider, Multiport.  The solution, called the Crystal Wealth Managed Account Service, provides Crystal Wealth’s clients with eight model portfolio options or a tailored discretionary mandate according to a client’s specific needs.  The service includes […]

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Multiport Investment Patterns Survey March 2012

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To get a closer insight into where SMSF trustees invest, Multiport undertakes an analysis of our SMSF’s investments each quarter to look at the up to date asset allocation and investment trends which have or may be emerging. The survey covers around 1,800 funds, a sample of the SMSF’s that we administer and the investments […]

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Multiport announces new appointment for advanced technical support

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Multiport has appointed Marjon Muizer as Technical Services Consultant to boost technical and consultancy services to trustees, advisers and accountants. The new appointment provides an additional level of professional and technical support services to finance professionals working with clients with Self-Managed Superannuation Funds (SMSFs). “The demand for Multiport’s services continues to increase with growth in […]

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Multiport SMSF investment patterns survey

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To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSF’s investments to look at the up to date asset allocation and investment trends which have or may be emerging. The survey covers around 1,600 funds, a sample of the SMSF’s that we administer and the investments they […]

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Multiport reaches $2 billion in funds under administration

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Self Managed Super Fund administration services provider Multiport has achieved a significant milestone, reaching $2 billion in funds under administration. Multiport CEO John McIlroy said the majority of the recent growth has come from SMSFs referred to Multiport’s administration and compliance services by financial advisers, accountants and from direct clients. “While the SMSF segment has […]

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Multiport SMSF Investment Patterns Survey March 2011

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To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSF’s investments to look at the up to date asset allocation and investment trends which have or may be emerging.   The survey covers around 1, 400 SMSF’s that we administer and the investments they held at 31 […]

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