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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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Global manager launches China A-shares fund KANIKA SOOD Ninety One, formerly known as Investec Asset Management, has is touting a new China A-shares fund to local institutional and wholesale investors.	Tough year at Challenger KANIKA SOOD Challenger this morning reported $416 million in statutory net loss for FY20, as its investments fell by $750 million during the COVID-19 pandemic.

PAN-Tribal signs distribution deal KANIKA SOOD The funds management distribution house has signed an exclusive agreement to tout an infrastructure manager in the Australian wholesale market.	Impact investing seeks to address racial inequality ELIZABETH MCARTHUR A new initiative in the US, with $4 million in backing from J.P. Morgan Chase, has seen a small business lender and an impact investor come together to address racial inequality.

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