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Showing 11 - 20 of 269 results for "SMSF sector"

Younger generations drive SMSF sector growth: Class

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
The number of self-managed super funds (SMSF) has grown on the back of increased participation by younger Australians despite regulatory uncertainty, according to a report by Class. The 2025 Annual Benchmark Report by Class found the number of SMSFs ...

New SMSF industry body launches

KARREN VERGARA  |  THURSDAY, 19 JUN 2025
The SMSF Innovation Council has launched to provide the SMSF sector with education, advocacy and a best-practice framework to help navigate the digital assets landscape. Chaired by Kate Cooper, the initiative is focused on collaborating and sharing ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... sector remains without an adviser. Vanguard Australia chief of personal investor Renae Smith said although Australia's SMSF sector is continuing to grow, the research for this year's report highlights that there are significant advice gaps for many individuals ...

Patience urged over 'shortsighted' super tax

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
... superannuants, small business owners, primary producers, and angel investors. "This oversight is already destabilising the SMSF sector and threatens to disrupt the delicate balance of our economic ecosystem." Wilson Advisory senior private wealth adviser ...

Collectables market reaches $17bn: Report

KARREN VERGARA  |  MONDAY, 14 APR 2025
... jump by 100% and 55% respectively. While collectables represent a small portion, they continue to be popular in the SMSF sector. Australian Taxation Office (ATO) data for December 2024 shows that SMSFs had $683 million invested in collectables and personal ...

Fortitude Investment Partners acquires majority stake in SMSF audit firm

MATTHEW WAI  |  WEDNESDAY, 2 APR 2025
... its small cap and private market focus on finance and technology. Fortitude said it sees "significant growth" in the SMSF sector, which is traditionally challenging for many retail investors due to cost, complexity and accessibility barriers. The takeover ...

SMSF Association names annual award winners

MATTHEW WAI  |  FRIDAY, 21 FEB 2025
... SMSF. "This award recognises a member who has made an outstanding contribution to the growth and sustainability of the SMSF sector, and no one better symbolises this description than Leigh who has been a major contributor via her exceptional education ...

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
Self-managed super funds (SMSFs) traded more over the past year and the value of their holdings increased by 8.8%, according to the AUSIEX SMSF Under Advice report. The number of newly established SMSF trading accounts on the AUSIEX platform - across ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... with large SMSFs generating a 7% median ROR compared with just 0.4% median ROR for smaller SMSFs. However, the entire SMSF sector is performing greater over a longer term in aggregate. "APRA funds outperformed the SMSF sector in 2022-23 continuing the ...

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA  |  FRIDAY, 6 DEC 2024
... and parliament moving to close this legal loophole and protect victims of family violence and financial abuse." The SMSF sector, meanwhile, appears to be a hotbed for financial abuse due to lower levels of oversight. One submission to the inquiry pointed ...