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Showing 91 - 100 of 264 results for "SMSF sector"

Knowledge, action gap puts SMSF savings at risk: Research

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
... and to mitigate against market and regulatory volatility. The right assistance and tools can bridge the gap in the SMSF sector between a strong understanding of the need for true diversification and the ability to achieve it," Maroney said. The research ...

SMSFs: Who, what, where, when and how

JAMIE WILLIAMSON  |  MONDAY, 15 OCT 2018
... Complaints Authority lead ombudsman - superannuation, June Smith reinforced the importance of quality advice to the SMSF sector following recent criticism by ASIC and the Royal Commission. Appearing as part of a panel session at the Association of Financial ...

SMSFs outperforming MySuper: Research

KARREN VERGARA  |  FRIDAY, 14 SEP 2018
... (6.8%) sectors were almost on par. Over five years however, MySuper had a significant edge at 8.4% compared to the SMSF sector's return of 7.3% per annum. Based on ATO data, three-quarters of SMSFs have assets of less than $1 million. Such funds have ...

Advisers warming up to LICs

KANIKA SOOD  |  THURSDAY, 6 SEP 2018
... Corporations Act which gave greater consistency to LIC dividends Then in July 2013 FoFA legislation was passed. And SMSF sector has grown. However, a significant portion of the LICs, many are relatively small in size. Out of the 110 LICs trading on the ...

SMSFA questions three-year audits

KARREN VERGARA  |  TUESDAY, 4 SEP 2018
... submission highlighted concerns that reducing independent oversight could potentially "undermine the integrity of the SMSF sector" and minor compliance breaches may become more difficult to rectify. The change may also impact SMSF audit businesses and ...

SMSFs too conservative: Poll

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... across all the diversified asset classes. A better explanation for lower investment outcomes being achieved by the SMSF sector is its conservative asset allocation, Rainmaker said. Its analysis of ATO data found that while large SMSFs have growth asset ...

LIT serves up junk bonds to SMSFs

KANIKA SOOD  |  MONDAY, 20 AUG 2018
A new listed investment trust is offering SMSF investors an opportunity to invest in high-yield bonds, with an annual net distribution north of 5%. The Neuberger Berman Global Corporate Income Trust will hold about 300 high-yield securities, with the ...

SMSF administrator chief joins advice firm

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... building greater awareness of Prime and its related brands," he said. "Olivia is viewed as an industry leader in the SMSF sector, being highly sought after for commentary, parliamentary submissions, and as a presenter at industry conferences and events." ...

Government cuts SMSF red tape

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... provide feedback on the consultation until 31 August 2018. The Government has recently proposed other changes for the SMSF sector, including expanding the limit on the maximum number of SMSF members from four to six, and extending SuperStream to include ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
... at risk," he said. Acknowledging the report, the SMSF Association said it will continue to work with ASIC and the SMSF sector to ensure that advice standards improve across the sector, particularly through SMSF education. "The report has highlighted ...