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Showing 1 - 10 of 163 results for "SMSF investors"

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... were significantly fewer in numerical terms. In contrast, the number of new accounts created for self-directed SMSF investors across generation X, millennials and the interwar generation all fell sharply year on year, raising the possibility some are ...

SMSF growth slows, allocations shift

CHLOE WALKER  |  WEDNESDAY, 9 NOV 2022
... stayed steady, pooled investments and fixed interest appear to be where funds are being diverted," Dunnin said. "SMSF investors appear to be maintaining a preference for the more risk averse asset classes, but a surge in interest rates may play a role ...

Younger generations lead the SMSF surge: Vanguard

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... SMSF establishers was 46 and the average balances stood at $340,000. While the ages and financial circumstances of SMSF investors have changed, according to the report the top reason for SMSF establishment remains unchanged. The key driver for setting ...

Four join Payton Capital team

CHLOE WALKER  |  FRIDAY, 3 JUN 2022
... Rogers. ​Ireland has been appointed investment director, responsible for building strong relationships with IFAs, SMSF investors and high-net-worth individuals. Over the last 18 years, Ireland has worked with organisations including Mercer, Goldman ...

SMSF establishments on the rise

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
... new account openings, with the first SMSF accounts from Generation Z opened in the last year. AUSIEX said some SMSF investors appeared to ignore inflation fears, trading during the volatility of January 2022 - averaging 57% buys during the month. The ...

Millennials fastest growing SMSF cohort

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
... Core S&P 500 ETF (IVV), and BetaShares Nasdaq 100 ETF (NDQ). AUSIEX also said it saw some initial interest amongst SMSF investors in newer ETFs designed to offer exposure to certain trends. These include the ETFS Semiconductor ETF (SEMI), ETFS Hydrogen ...

Crescent Finance launches real estate funds

KANIKA SOOD  |  MONDAY, 3 MAY 2021
... customer - as such they will gain all the capital gains / losses," he said. The funds will be open to advised clients, SMSF investors and institutional investors. Crescent expects to raise $100 million by the year end, and finance more than $5 billion ...

You can't hate Trump but love the S&P 500: Research

KANIKA SOOD  |  FRIDAY, 29 JAN 2021
... available to local investors with $3.6 billion and $56 million of local money at December end. I VV is popular among SMSF investors, figuring among the second-most used ETF by the cohort in past Commsec research. "We also calculated IVV's politics ...

SMSF fraudster sentenced

ELIZABETH MCARTHUR  |  FRIDAY, 27 NOV 2020
... from self-managed superannuation fund (SMSF) investors during 2013 and 2014. ASIC alleged Gore obtained funds from SMSF investors through his role at Arion Financial where investors were told they could invest in debenture products with guaranteed high ...

SMSF fraudster charged

ANNABELLE DICKSON  |  THURSDAY, 29 OCT 2020
A Brisbane man has been found guilty in the District Court of six counts of fraud in obtaining funds from SMSF investors. Craig Kirrin Gore was first arrested in April 2017 and charged with fraud after he obtained $800,000 from SMSF trustees between ...
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