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Showing 21 - 30 of 107 results for "Annual returns"

Kilter Rural launches $500m agriculture fund

CHLOE WALKER  |  THURSDAY, 4 MAY 2023
... wholesale investors, high-net-worth investors, family offices, and private banks, he confirmed. It's projecting annual returns of around 10-12% per annum, comprising a combination of capital growth and yield. "We want the fund to be perpetual, so we ...

TPB, bans dishonest tax agents

CASSANDRA BALDINI  |  TUESDAY, 18 OCT 2022
... the registration of two tax agents after finding they prepared and lodged self-managed superannuation fund (SMSF) annual returns with incorrect details. Following an Australian Taxation Office (ATO) referral the TPB found the agents falsely stated the ...

Beware super home buyer collateral damage: ISA

ANDREW MCKEAN  |  FRIDAY, 20 MAY 2022
... to less investment in long-term growth-orientated assets. Its modelling showed that liquidity requirements meant annual returns across investment portfolios could fall 10-20 basis points. However, the exact investment implications would be dependent ...

SMSFA welcomes ATO adjustments

CHLOE WALKER  |  THURSDAY, 24 FEB 2022
... performance gap. "Given the way the data is collated and the different data inputs (the ATO uses information from SMSF annual returns while APRA uses information from fund financial statements), the ATO's adjusted median return calculations are still ...

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 ...