Search Results | Showing 111 - 120 of 163 results for "SMSF investors" |
| | | ... allocated to cash and cash products. However, in the same survey Investment Trends found that the percentage of SMSF investors intending to invest in term deposits over the next 12 months (from April) had fallen from 34% to 21%. This drop coincides with ... |
| | | | ... retirement savings." She said the ATO is not well-placed to carry out this second function. While about half of SMSF investors use ASIC-regulated financial planners, the other half do not. This means their investing activities are essentially unregulated. ... |
| | | | ... clients who want to engage with their advisers and their portfolios more actively. Given the large proportion of SMSF investors - about half according to Investment Trends - who do not use financial planners, this could be a key selling point for this ... |
| | | | ... would prefer it to be a voluntary move rather than a legislated one. With an average balance of around $450,000, SMSF investors are generally financially independent, and therefore do not want the government telling them what they can and cannot do with ... |
| | | | ... in 2007, when there were approximately 330,000 SMSFs in Australia. This could show that a growing proportion of SMSF investors are taking their own investment advice, and only employing advisers - predominantly accountants - to give them tax advice. ... |
| | | | SMSF investors will no longer be able to use excess concessional contributions (ECCs) to avoid paying the highest rate of tax on their income, according to AMP SMSF's head of policy and technical Peter Burgess. Speaking at the SPAA State Technical Conference ... |
| | | | ... ahead of theirs," he said. Class Super's rise will not be comfortable for competitors, but it may be good news for SMSF investors. There are already signs that their growing presence is having a downward influence on prices. |
| | | | ... this "odd" asset allocation trend "is not simply explained by the absence of fixed interest product suitable for SMSF investors. The large average size [$480,397] of SMSFs suggests that the owners are relatively sophisticated investors, and the fact ... |
| | | | ... Portfolio, to its platform. According the Xpress Super, SMAs offer greater transparency than managed funds for SMSF investors wanting to delegate the day-to-day investment decisions to Macquarie. "We chose Macquarie's Personal Portfolio because it provides ... |
| | | | ... the growth to strengthen the value of the SW200, SelfWealth's own benchmarking index that allows individuals and SMSF investors to compare their performance between themselves and to the companies in the ASX200. "SelfWealth will be in a position to provide ... |
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