Search Results | Showing 11 - 20 of 133 results for "SMSF members" |
| | | ... strategies, the indexation of contribution caps, and the removal of the work test for people under the age of 67. SMSF members appear to be enjoying tax-free earnings in retirement phase compared to APRA fund members. In contrast, nearly one in two members ... |
| | | | ... ASIC is suing the operator of several unregistered managed investment schemes that, among other investors, targeted SMSF members. Sasha Hopkins, director of The A Team Property Group, is facing civil action for alleged unlicensed conduct and running ... |
| | | | ... the $3 million cap is likely to impact 32% of clients. When it comes to conversations around these changes, 24% of SMSF members are actively initiating discussions with their adviser about the proposed tax increase on super balances over $3 million. ... |
| | | | ... the $3 million cap is likely to impact 32% of clients. When it comes to conversations around these changes, 24% of SMSF members are actively initiating discussions with their adviser about the proposed tax increase on super balances over $3 million. ... |
| | | | ... is no systemic underperformance when compared to APRA-regulated funds. "The research couldn't be clearer, helping SMSF members understand the benefits of asset diversification, and the performance headwinds encountered by small funds (balances under ... |
| | | | ... now. "Healthy SMSF creation rates and robust benefit payment and net transfers into the sector show that even though SMSF members no longer seem to see these funds as the place to put their member contributions," Rainmaker said. "But they clearly still ... |
| | | | ... way in new fund establishments and adopting proactive contribution strategies, and it's clear that the profile of SMSF members is changing," Hurley said. "New members are younger, more tech savvy, and looking for options that support them in their retirement ... |
| | | | ... five-year period to the March 2022 quarter. Despite significant asset accumulation, the annual increase in total SMSF members was relatively sluggish at 3%. There are 605,469 SMSFs and 1.14 million members of SMSFs. The top asset types held by SMSFs ... |
| | | | ... demographics, the median age of those who established an SMSF in the 2019/20 financial year was 46. The overall median age of SMSF members is 61, the ATO noted. Further, about 47% of SMSF members are female and 53% are male. The average member balance ... |
| | | | ... self-directed retirement," Maroney said. "But the challenges of this pandemic have added another layer of complexity, so for SMSF members, especially those retired or approaching retirement, who are struggling with the COVID-induced changes, getting ... |
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