Superannuation

Superannuation Articles

IMAs and SMAs meet the demands of SMSF trustees for direct international equities portfolios

HUGH MACNALLY | Comments | MONDAY, 12 MAR 2018

Individually managed accounts (IMAs) and separately managed accounts (SMAs) enable trustees of SMSFs to access direct international and domestic equity portfolios with greater control and transparency ... Individually ... Read more

Tailored SMSF and managed account solutions

MULTIPORT PTY LTD | Comments | MONDAY, 17 JUL 2017

Multiport is a leading provider of self-managed super and managed account administration, reporting and compliance services. We are dedicated to providing the highest level of service for a transparent ... Multiport ... Read more

The importance of fixed income in a diversified SMSF portfolio

ALWYN HUNG | Comments | MONDAY, 7 MAR 2016

In an environment where persistently low growth and low interest rates are becoming the norm, combined with a global economy where both leverage and asset valuations continue to remain well above historic ... In ... Read more

International managed portfolios: A gateway for SMSFs to invest overseas

ANDREW ALCOCK | Comments | MONDAY, 7 MAR 2016

In Australia, for a variety of reasons, self-managed superannuation funds (SMSFs) have traditionally avoided investing directly in overseas equities. This white paper examines why and how next generation ... In ... Read more

When do managed accounts make sense for SMSFs

ANDREW TRACY | Comments | MONDAY, 7 MAR 2016

Australia's wealth management sector faces disruptive changes on a number of fronts. Investors have become more educated and are more aware of key issues such as portfolio transparency and tax events. Australia's ... Read more

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Natixis launches racial equity strategy KARREN VERGARA Natixis Investment Managers has launched a set of portfolios that aim to identify public companies that promote diversity, equity and inclusion.	HUB24 posts record inflows KANIKA SOOD HUB24 picked up $1.7 billion net inflows, 24 new licensee agreements and 113 advisers in the December quarter.

ETF industry approaches $100bn ANNABELLE DICKSON As new investors turned to exchange-traded funds (ETFs) to cash in on the market volatility and consequent recovery in 2020, the industry reaped the benefits breaking several records, new research shows.	Former Trump aid launches crypto fund KARREN VERGARA The former communications director of outgoing US President Donald Trump has launched a cryptocurrency hedge fund.

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Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.

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Simon Carrodus Solicitor Director The Fold Legal	Damian Cilmi Head of Investment Managers and Governance Praemium	Chris Donohoe Chief Executive Officer APIR Systems Pty Ltd	Tim Sparks Head of Sales and Marketing Bell Direct
Playing chicken: The myth of conflicted remuneration loopholes	A managed account for all market conditions	Market turbulence unlikely to impact fund registrations	Managed accounts in a post COVID-19 world
Conflicted remuneration is currently under the microscope and ASIC is taking action against those who try to use loopholes to avoid the prohibition. In ...	The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another ...	The number of financial products - including managed accounts, traditional managed funds and superannuation funds - is resilient regardless of market ...	There's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their ...
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