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Showing 101 - 110 of 1382 results for "SMSFs"

The most popular fund types launched in Australia

ANDREW MCKEAN  |  WEDNESDAY, 17 JUL 2024
... private wealth groups. He also expects a continued rise of ETFs, which are easily accessible products for investors, and SMSFs.

New NALE rules, AFCA's super powers passed

KARREN VERGARA  |  THURSDAY, 27 JUN 2024
... and approved deposit fund (ADFs). Self-managed funds and small APRA-regulated funds, however, are not fully exempt. For SMSFs and small APRA-regulated funds, the new legislation means the amount of NALI taxed at the highest marginal tax rate is twice ...

Pengana launches new term account

ELIZA BAVIN  |  WEDNESDAY, 12 JUN 2024
... rates. "TermPlus caters to an extensive list of investor types, including personal accounts, joint accounts, child accounts, SMSFs, companies, and unregulated trusts," Weinbren said. "Historically, term accounts have been backed by the Australian credit ...

Prime FG eyes wealth management business

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
... said Altor supports PFG's aim of doubling group revenue by FY25 to $50 million. PFG operates in wealth management and SMSFs, debt capital advisory and consulting, and accounting and business advisory. The wealth management unit has some $1.2 billion ...

Super pool jumps to $3.9tn

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2024
... Retail funds grew 11% p.a. to $735 billion, while public sector funds grew 9% to $542.1 billion. Self-managed super funds (SMSFs) grew 9% p.a. to reach $932.9 billion. Corporate super funds bucked the trend, shrinking 18% on the prior corresponding period ...

Retail funds drive down admin fees: KPMG

KARREN VERGARA  |  TUESDAY, 28 MAY 2024
... financial interests of members." Furthermore, the average operating cost per member has decreased across super funds (excluding SMSFs). Fiducian Portfolio Services was the most expensive product on a per member basis of $1931, followed by Perpetual at ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... them. Compared to the period between January and June 2023, advice technology, investments, super, practice management, and SMSFs were the most popular subjects. The first half of 2023 was also dominated by the draft legislation on the Quality of Advice ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
The number of self-managed super funds (SMSFs) using advisers has reached a new low, with the proportion of SMSFs using advisers falling to 23% from 27% in the past 12 months, according to a Vanguard/Investment Trends report. The number of SMSFs without ...

intelliflo adds SMSF cashflow modelling capabilities

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
... intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who are considering establishing one. Advisers can now create and test scenarios to create a model of an SMSF and ...

Blockchain mining companies sued by ASIC

ANDREW MCKEAN  |  MONDAY, 15 APR 2024
... It said these investors were then asked to transfer their funds from regulated super funds to self-managed super funds (SMSFs) and convert them into cryptocurrency. Early investigations indicate that around 450 Australians invested approximately US$41 ...