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Showing 111 - 120 of 1274 results for "SMSFs"

ETF use grows in SMSFs

ANNABELLE DICKSON  |  THURSDAY, 2 SEP 2021
The take-up of exchange traded funds (ETFS) in self-managed superannuation funds (SMSFs) is on a steady rise, almost matching the proportion invested in managed funds. The latest Class Annual Benchmark Report: SMSF Resilience in a time of constant change ...

Stockspot hires from Vanguard

KANIKA SOOD  |  WEDNESDAY, 25 AUG 2021
... in the newly created role on August 16. She will lead product initiatives to support Stockspot's direct clients including SMSFs, and accountants and advisers with whom Stockspot shares clients. https://www.financialstandard.com.au/news/vanguard-super-appoints-board-179363111 ...

Super ASX dominance trends down: Research

JAMIE WILLIAMSON  |  TUESDAY, 10 AUG 2021
... down to NFP super funds - the bulk of the super system - reducing their holdings in recent years. While retail funds and SMSFs are increasing their allocations to Australian equities, NFPs have reduced theirs from 24% in 2013 to 19% in 2021. "This reset ...

QSuper head moves to AMP

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... retirement," Hillier said. "AMP has resources and expertise across all areas of wealth management, including investments, super, SMSFs, banking, pensions and platforms. I'm excited to bring this unique breadth of capability together into market leading ...

Industry fund tops superannuation satisfaction survey

KANIKA SOOD  |  WEDNESDAY, 28 JUL 2021
... strong markets and relatively shorter lockdowns during the June half, and it was recorded across all types of super funds. SMSFs had the highest satisfaction at 80.6% (up from 69.9% last June), followed by public sector funds at 79.7% (up from 72.1%) ...

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
... superannuation fund trustees are the latest target market for financial services platform Raiz. Raiz Invest is now open to SMSFs. It charges a fee of 0.275% per annum for balances over $15,000 ($20,000 for the Custom Portfolio offer) which is all inclusive. ...

Class launches SMSF auditor tool

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
... possible, and as efficient as it can be." According to Class, the restructure will see administrators of up to 40% or 200,000 of SMSFs looking for a new independent auditor. "(The tool) will allow accounting practices to make the decision to work with ...

KPMG promotes two super experts

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... spent more than 25 years advising private clients on the legislative application and strategic opportunities that arise with SMSFs. Prior to KPMG, she worked in senior roles across several boutiques and Westpac. She previously led the strategy and technical ...

Superannuation assets hit $3.13tn

KARREN VERGARA  |  WEDNESDAY, 26 MAY 2021
... contributions of $24 billion decreased by 1.1%. The latest Australian Tax Office's statistics show that there are 597,396 SMSFs at the end of March. The number of SMSF members stood at 1.12 million and during the quarter some 6147 accounts were established ...

ASIC takes action against Equiti

KARREN VERGARA  |  FRIDAY, 21 MAY 2021
... August 2018, ASIC alleges that Equiti FS paid three advisers bonuses worth $164,750 for property purchases made via clients' SMSFs. The bonuses applied to purchases arranged by Equiti Property, which is also a subsidiary of Equiti FS's parent company ...