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Showing 161 - 170 of 269 results for "SMSF sector"

CBA launches online SMSF portfolio

ALEX BURKE  |  MONDAY, 28 SEP 2015
... trustees about their evolving needs. There is a significant opportunity for CommBank to support the growing Australian SMSF sector, which comprises more than one million SMSF trustees," said CBA head of SMSF customers Marcus Evans. "As a result, we have ...

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
... establishments have fallen by 24% to 22,822 in the 12 months to June 2015. While this can be partly attributed to the SMSF sector reaching "critical mass" after rapidly accelerated growth post-GFC, Perpetual Private head of strategic advice Colin Lewis ...

Market to open lower

AAP  |  MONDAY, 27 JUL 2015
... on the future workforce while the Self Managed Super Fund Association and the National Australia Bank's report into SMSF sector is due out and the Financial Services Council and Commonwealth Bank release a study on older workers. In equities news, iiNet ...

SMSF Association launches accreditation

LAURA MILLAN  |  FRIDAY, 24 JUL 2015
... fund," she said. The association set up the program "in direct response to growing requests from employers in the SMSF sector for a practical, foundation-based SMSF designation for their employees." Ward said: "This demand for this new SSP designation ...

ASIC bans auditor and adviser

ALEX BURKE  |  WEDNESDAY, 15 JUL 2015
... (Supervision) Act 1993 in 2011 and 2012. Brennan also failed to lodge written audit reports for those funds. "As the SMSF sector continues to grow in popularity with Australian investors, it is critical that approved SMSF auditors perform their role ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... desire to retain control over their investments - which is perhaps unsurprising given the significant overlap with the SMSF sector. "When you get to the advanced stage of a market, a lot of people feel that they can do it on their own," said Hamilton ...

IGR proves current welfare level is unsustainable: FSC

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
... Slattery said that "there is much more to be done to encourage lesser dependence on the Age Pension" and added that "the SMSF sector is showing what can be achieved in terms of retirees acting responsibly with 93% in the draw-down phase opting to take ...

Big four banks missing out on customer wealth management

ALEX BURKE  |  TUESDAY, 24 FEB 2015
... industry communications director Norman Morris believes the lag in wealth management business is due to leakage to the SMSF sector and industry funds. "With superannuation being the major component of wealth management, the big banks are facing tough ...

SPAA rebrands as SMSF Association

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 11 FEB 2015
... executive Andrea Slattery, the change occurred because the organisation needs to "[reflect] the importance of the SMSF sector and the breadth of its membership". The new name is also "simpler and more intuitive," she argued. In operation since January ...

SMSF sector enters next phase

LAURA MILLAN  |  MONDAY, 9 FEB 2015
The self-managed super fund (SMSF) sector is entering the stage of maturity as benefit payments surpass contributions for the first time. This industry tipping point was confirmed with the recent release of the Australian Taxation Office (ATO) statistical ...