Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 36 results for "SMSF Portfolio"

Legg Mason subsidiary cuts performance fees

ALLY SELBY  |  THURSDAY, 16 JUL 2020
... continue to believe that this is a time when select listed infrastructure can significantly fortify an individual or SMSF portfolio on the basis that certain infrastructure assets can be shown to offer significant downside protection." The RARE Infrastructure ...

FIIG calls for taxation, regulatory overhaul

ELIZA BAVIN  |  FRIDAY, 19 JUN 2020
FIIG Securities has called on the government to impose structural changes to the Australian taxation system to see fixed income fairly promoted across all investor groups. In its submission to the Standing Committee on Tax and Revenue, FIIG said there ...

SMSF data misleading: BGL

ALLY SELBY  |  FRIDAY, 31 JAN 2020
... been presented is misleading," he said. He argued that the figures used by ASIC to describe the costs of running a SMSF portfolio only applied to a select few. "Our analysis has ascertained that ASIC's calculation of the average cost of running an SMSF ...

No one-size-fits-all approach to franking changes

HARRISON WORLEY  |  FRIDAY, 22 FEB 2019
Investment experts are split on how SMSFs should invest if Labor's proposed franking credit refund policy is enacted. On day two of the Self-managed Super Fund Association's national conference in Melbourne this week, a panel of experts representing ...

SelfWealth launches ETF

KARREN VERGARA  |  WEDNESDAY, 16 JAN 2019
Online broker SelfWealth will launch a new ETF targeting self-managed super funds. The SelfWealth SMSF Leaders ETF is due to launch on the ASX this financial year and listed under the ticker code SELF. It is pending regulatory ASX approval. ETF Securities ...

SMSFs continue to break with tradition

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
... self-managed superannuation sector is growing as lower returns see investors turning their back on traditional SMSF portfolio darlings. According to the latest CommSec SMSF Trading Trends Report, SMSFs are taking heed from global economic trends such ...

Crypto hype drives new partnership

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2018
... compliant if they do invest," Long said. "One of the most difficult aspects of accounting for crypto-currency in an SMSF portfolio is meeting the audit requirements." She added that Bitcoin Trader provides SMSF accountants with a comprehensive package ...

Defensive bias hurting SMSF performance: Research

ALEX BURKE  |  TUESDAY, 13 FEB 2018
Lower weightings to growth assets - particularly international equities - in the average SMSF is dragging down its performance relative to default MySuper indices, according to SuperGuard 360 research. In the 12 months to 31 December 2017, the SG360 ...

Auscap equities fund gets Zenith, Lonsec tick

ALEX BURKE  |  WEDNESDAY, 21 JUN 2017
An Auscap Australian equities fund was given a "Recommended" rating by both Zenith and Lonsec. The Auscap Long Short Australian Equities Fund targets value-driven long and short positions in Australian equities. It has returned 24% per annum net of ...

Auscap added to Macquarie Wrap

KARREN VERGARA  |  FRIDAY, 24 MAR 2017
Auscap Asset Management's flagship fund is now available on the Macquarie Wrap platform across both investment manager and super manager menus. The Auscap Long Short Australian Equity Fund targets absolute risk-adjusted returns, and invests in companies ...