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Young Tycoons

Superannuation

Article
a

06-10-09

Macquarie
1.0

Superannuation Presentation (A guide)
(4.5 mb)

 
1.1

Self Managed Super Fund Order Form
(0.2 mb)

 
1.2

Macquarie CMT PDS and App Forms
(2.1 mb)

 
1.3

ABN & TFN Registration Form
(0.3 mb)

 
1.4

Trustee Declaration Form
(0.1 mb)

 
1.5

Current Fees & Expenses (as at 31 July 2008)
(0.2 mb)

 
1.6

Macquarie Cash Management Trust Supplementary PDS
(0.4 mb)

 

Questus
2.0
Questus Website  
2.1

NRAS* Allocation
(0.1 mb)

2.2

Questus NRAS Allocation
(0.1 mb)

2.3

Goldfinch Black QRIF Info Booklet 23 Feb 09
(0.6 mb)

23-02-09

2.4

NRAS Media Release
(0.1 mb)

2.5

QSW SMSF Client Fact Sheet
(0.2 mb)

 
2.6

QSW Super Warrant - Client Brochure Jul08
(0.2 mb)

 
2.7

QSW Super Warrant - Case Studies
(0.2 mb)

 
2.8
QSW Super Warrant - Loan Facilities
(0.2 mb)

05-03-09

2.9
Questus Super Warrant PDS*
(0.9 mb)
 
    *NRAS - National Rental Affordability Scheme
*PDS - Product Disclosure Statement
 
Identification Forms
3.0

Identification Form Individuals & Sole Traders
(0.9 mb)

3.1

Identification Form Trusts & Trustees
(0.6 mb)

3.2

Identification Form Australian & Foreign Companies
(0.4 mb)

       

Few Aussies likely to move super: report
15:31 AEDT Wed Feb 2 2005

Around eight per cent of Australians will take advantage of new laws, in effect by July, to move their superannuation, a new report has found.

The report, by the Association of Superannuation Funds of Australia (ASFA), found 7.5 per cent of total super assets will move between funds as people exercise their choice.

From July 1, up to 5.7 million people are expected to have the right to choose their core superannuation fund.

The association said the big retail funds will be hardest hit as people, given the right to move their compulsory superannuation, start to look around for better rates of return.

It found while retail funds had a higher proportion of members who might be tempted to move, retail and industry funds will benefit from the closure of many corporate funds.

"While some of these movements will be between retail funds, there is likely to be significant flows of assets into self-managed super funds and to a lesser extent to industry funds," it found.

"This will be balanced to some extent by inflows from previous industry funds and corporate members, but these flows to retail are likely to be dominated by lower account balance members.

"The higher account balance members of corporate and industry funds are likely to end up in self-managed super funds."

Retail funds account for 34.4 per cent of all super assets.

The association report estimates up to 14 per cent of assets held by retail funds may be shifted, largely to self-managed funds.

The association estimates there are hundreds of small corporate super funds, some with total assets of less than $1 million.

With new laws coming into operation, the 1,334 funds with assets less than $20 million will go.

The association expects the number of funds with assets of between $10 billion and $20 billion to climb from one to three.

The total number of super funds will drop from 1,978 to just 355.

"There will be a significant flow out from corporate funds, and no flow ins," it found.

©AAP 2005
• National Nine News
- 15:31 AEDT Wed Feb 2 2005



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