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| | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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." ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... balances of the 140,000 funds hosted on its platform - in an analysis Lesh said is "reasonably representative" of the SMSF sector. "And while I am not a great supporter of a lot of the SMSF statistical analysis bandied around by some, with our software ... |
| | | | ... poor performance of SMSFs with lower balances as unsustainable and posing a major risk to members. The PC noted the SMSF sector has broadly tracked the long-term investment performance of APRA-regulated funds, on average. However, smaller SMSFs (balances ... |
| | | | The SMSF sector, which has traditionally shied from growth assets, underperformed default MySuper investment strategies by 1.2 percentage points in the 12 months to April 2018. The average SMSF returned 6.6% before fees and tax, while the average default ... |
| | | | ... expected to see a 50% reduction in fund numbers and we expect this to be slightly less in retail. By contrast we see the SMSF sector continuing to expand," Howes said. Commenting on the firm's expectations that superannuation regulatory changes will ... |
| | | | ... have been lobbying for these changes for more than five years, arguing they will prove extremely beneficial to the SMSF sector by reducing red tape," he added. Verante Financial Planning director and SMSF specialist adviser Liam Shorte said on Twitter ... |
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