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Showing 11 - 20 of 1381 results for "SMSFs"

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON | TUESDAY, 17 MAR 2026

... self-managed super funds, with financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised SMSF portfolios were allocated to ETFs in 2025. This compares to self-directed ...

Treasury proposes advice education standard reforms

KARREN VERGARA | TUESDAY, 17 MAR 2026

... purposes, depending on the type of superannuation interest held by an individual. "There also appear to be situations, such as SMSFs with unallocated reserves, where members could pay tax on earnings from amounts they may not ultimately receive. This ...

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON | THURSDAY, 12 MAR 2026

Self-managed super funds (SMSFs) outperform APRA-regulated funds by about 1.1% on average, according to new analysis. Insights from Adelaide University show that in the five years to 30 June 2024, SMSFs' returns averaged 1.1% higher than APRA-regulated ...

AFCA membership extended for Shield, First Guardian-linked firms

KARREN VERGARA | WEDNESDAY, 4 MAR 2026

... in the financial advice sector led to a 58% increase in investment and advice complaints, including a 59% increase from SMSFs.

Research reveals 'alarming spike' in super switching

ELIZA BAVIN | FRIDAY, 27 FEB 2026

... had under $200,000. SMC said a similar pattern is occurring among Australians with limited amounts of super switching into SMSFs, with more than half having under $100,000 in super and three in four had less than $200,000. More than 70% of platform switchers ...

AFCA receives record complaints in 2025

MATTHEW WAI | THURSDAY, 26 FEB 2026

... to a 58% increase in investment and advice complaints, including a 59% increase from self-managed superannuation funds (SMSFs). Approximately 2162 complaints were related to the collapse of the Shield and First Guardian. "Shield and First Guardian complaints ...

SMSFs need to stay ahead of the regulatory curve: Nowinfinity

MATTHEW WAI | FRIDAY, 20 FEB 2026

... increasingly complex, Anderson said a more rigorous approach to the establishment, ongoing administration, and winding-up of SMSFs will help reduce the risk of non-compliance. She suggested to "slow down" the SMSF establishment process to undergo a more ...

SMSF advice guidelines require improvement: AFCA

MATTHEW WAI | FRIDAY, 20 FEB 2026

... 274, ASIC provided six recommendations, aiming to give advisers a better understanding of their obligations when advising SMSFs, including the suitability of establishing an SMSF and the types of other professional advice available to their clients. ...

SMSFs avoid advisers due to lack of asset-specific support

MATTHEW WAI | FRIDAY, 20 FEB 2026

The lack of asset-specific advice is increasing the advice gap for SMSFs in Australia, an expert said at the SMSF Association (SMSFA) Conference. During a panel discussion, Easy Super director Natalia Clack said she understood that financial advisers ...

SMSF advice requires specialist skills, professional judgement: SMSFA

KARREN VERGARA | THURSDAY, 19 FEB 2026

... particularly in the area of SMSF establishments in light of ASIC's Report 824 findings, which showed nearly two thirds of SMSFs established under their recommendations are unsuitable to their needs. SMSF Association chief executive Peter Burgess said ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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