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Showing 11 - 20 of 93 results for "Annual returns"

SMSF sector grows 11%: ATO stats

JAMIE WILLIAMSON  |  TUESDAY, 22 FEB 2022
... members was $116,000, while the median was $65,000. For its analysis, the ATO primarily considered 2019/20 SMSF annual returns in addition to 2020/21 information from registrations, wind-ups and auditor contravention reports.

MySuper continues stellar performance

KARREN VERGARA  |  FRIDAY, 3 SEP 2021
... surpassing June's rolling one-year return by 40 basis points. This makes July the fifth month in a row for rolling annual returns edging close to 20%. Over the period, global and Australian equities were the best-performing asset classes, returning 28% ...

EISS Super, TWUSUPER explore merger

KANIKA SOOD  |  TUESDAY, 13 APR 2021
... years, 6.8% p.a. over seven years, and 7.4% p.a. over 10 years. Both are below the median MySuper option's annual returns of 8% plus over all time periods mentioned. Last month, the Australia Post Superannuation Scheme (APSS) signed a non-binding ...

BGL expands product range overseas

KARREN VERGARA  |  TUESDAY, 13 APR 2021
... tirelessly to build CAS 360 Singapore, adding that the firm is the first business approved by ACRA to lodge company annual returns electronically. BGL has been operating in Singapore for over 20 years. It recently connected its QR code-driven GuestTrack ...

Dodgy SMSF operator loses appeal

ELIZABETH MCARTHUR  |  FRIDAY, 12 MAR 2021
... has been upheld by the Administrative Appeals Tribunal. Ashley Cross was found to have falsely lodged 125 SMSF annual returns over nine years which declared that self-managed superannuation funds (SMSFs) had been audited when in fact they had not. Following ...

Super funds overlook VC potential

KARREN VERGARA  |  WEDNESDAY, 4 NOV 2020
... Council estimate the local venture capital and private equity have a combined market of $33 billion, delivering net annual returns of 12.49%. Two years ago, Financial Standard reported that Hostplus was tipped to become the largest investor in venture ...

Crackdown on SAN misuse continues

ELIZA BAVIN  |  WEDNESDAY, 28 OCT 2020
... terminated the registration of an agent. The TPB said the agent had made false and misleading statements in various annual returns, indicating an audit had been done when it had not. The ATO said the agent's behaviour was uncovered after an auditor ...

Federal Court freezes investment scam, winds up SMSF operator

ANNABELLE DICKSON  |  TUESDAY, 27 OCT 2020
... alleges Beresford established Maxwell Financial Services in 2019 and offered investors financial products with high annual returns. However, its website stated its representatives held an AFSL and it was associated with ASIC and APRA when it did not. ...

Best Australian equities funds, with risk considered

KANIKA SOOD  |  FRIDAY, 19 JUN 2020
... best information ratio (1.4). In the small companies category, Lakehouse Small Companies Fund scores the best on annual returns (14.9%), Sharpe Ration (0.6), Sortino Ratio (0.6), Omega Ratio (1.8) and Information Ratio (1.7). Aberdeen Standard Australian ...

Zenith defends LICs/LITs

ALLY SELBY  |  FRIDAY, 12 JUN 2020
... LIT portfolios and their performance on the ASX can be reduced by adopting a longer term view. "The difference in annual returns based on whether a vehicle trades at a discount or a premium tends to vary materially in the short term (one year)," Zenith ...