ANZ to launch digital Self-Managed Super Fund

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ANZ to sell Super Concepts to Super IQ as part of strategic partnership ANZ yesterday announced the launch of its new digital solution for Self-Managed Superannuation Funds (SMSF) as a further step in its strategy to create simpler and more convenient ways for customers to better engage with their wealth. ANZ CEO Global Wealth Joyce Phillips

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OneVue rolls out new SMSF services

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OneVue has extended its suite of self managed superannuation fund (SMSF) services following feedback from advisers and accountants who cater to the sector. OneVue chief executive of partner solutions Brett Marsh said for advisers who administer a client’s SMSF via OneVue’s online investment platform, there are a number of ways they can now support their

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Cautious self managed superannuation investors build a ‘wall of cash’

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The Vanguard/Investment Trends Self Managed Super Funds (SMSF) report tells a clear story of a lack of confidence in future market directions within the self managed super fund sector, according to Robin Bowerman, Head of Corporate Affairs and Market Development from Vanguard Investments. “Given recent market volatility that’s not surprising, but you worry about investors

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Multiport SMSF Investment Patterns Survey June 2011

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To get a closer insight into where Self Managed Superannuation Fund (SMSF) trustees invest, Multiport regularly undertakes an analysis of its SMSF investments to analyse investment trends. The survey covers around 1,600 SMSF’s administered by Multiport and the investments they held at 30 June 2011.  Funds are administered on a daily basis, which ensures that data is based on

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A Short Morality Play – The Triway Super Case

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A recent decision of the AAT has highlighted certain basic rules when operating an SMSF. The facts of the case are very straightforward. A couple, at the urging of their son, established a self managed superannuation fund to which they subsequently rolled over their various super accounts.  All three were members and trustees of the

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Still engaged? Let’s make the relationship permanent

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Leading  financial technology firm Decimal has called on superannuation fund trustees to re-think their long-term approach to the perennial issue of fund member engagement. “The superannuation industry has worked hard for many years and has made huge strides towards better engaging members with their super. In fact, the industry has been focused on the ‘engagement conundrum’

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Trustees and advisers making a mountain out of a collectables molehill

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Specialist self-managed superannuation fund (SMSF) education and training provider, The SMSF Academy, says the industry is over-reacting to draft regulations being considered for collectable investments within SMSFs.   “Concerns have been raised around the additional financial burden that will be imposed as a result of changes to collectables held within SMSFs,” says The SMSF Academy’s

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AIOFP paper: FOFA – a chance to get it right

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Peter Johnston, on behalf of Association of Independently Owned Financial Planners, released a discussion paper entitled “FOFA – a chance to get it right” with recommendations for changes to proposed FOFA legislation. The objective of this paper is to demonstrate that politicians of all persuasions over the past 30 years have failed to make critical

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Maximising tax exemptions on SMSF funds income

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Specialist self-managed superannuation fund (SMSF) education and training provider, The SMSF Academy, in conjunction with leading SMSF actuarial specialists, Bendzulla Actuarial, will present Understanding Actuarial Requirements for a SMSF on 22 June 2011 – the first in a regular series of SMSF InPractice webinars to be hosted by The SMSF Academy. Managing Director of The

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Product innovation needed to boost Australian ETF popularity among institutional investors

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New Russell research released today shows 30% of institutions will consider using ETFs in future in a significant way Education and innovation will be key to evolution of institutional ETF market Global financial services firm Russell Investments is urging Australian institutional investors to properly understand how they can use ETFs in portfolio management, and is rallying

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