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Showing 21 - 30 of 107 results for "Listed Shares"

SMSF sector grows 11%: ATO stats

JAMIE WILLIAMSON  |  TUESDAY, 22 FEB 2022
... less than $200,000 in assets fell by 7% to 33% in the five years to June 2020. These balances are typically held in listed shares (26%), cash and term deposits (21%), unlisted trusts (12%), non-residential real property (10%) and limited recourse borrowing ...

SMSF establishments soar

ANNABELLE DICKSON  |  MONDAY, 6 SEP 2021
... windups of SMSFs. The total estimated assets of SMSFs are just over $822 billion with 28% of SMSF assets held in listed shares and 18% in cash and term deposits. Meanwhile, the gender gap of SMSF members is narrowing with 53% of SMSF members being male ...

Superhero launches super offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 JUL 2021
... think it's time to say no to this." Through Superhero Super, members will be able to invest their super in ASX-listed shares, ETFs, and LICs - completely of their own choosing. "We have built a super fund that offers true engagement, offering members ...

AustralianSuper posts best year yet

KANIKA SOOD  |  MONDAY, 5 JUL 2021
... allocating assets in the balanced option," he said. "That means that we have a higher allocation to growth assets such as listed shares and private equity and we are continuing to pursue opportunities in infrastructure, private equity, property and credit ...

Superannuation assets hit $3.13tn

KARREN VERGARA  |  WEDNESDAY, 26 MAY 2021
... members stood at 1.12 million and during the quarter some 6147 accounts were established while 240 closed down. Listed shares are the most popular investments among SMSFs as 26% or $207.4 billion of the $787.1 billion asset pool is allocated to this ...

SMSFs dump $30bn in shares

ANNABELLE DICKSON  |  FRIDAY, 11 DEC 2020
... superannuation funds have not been spared by the market impact of COVID-19, with members dumping their allocation to listed shares over the past year, new data shows. The Australian Taxation Office quarterly statistical report for September 2020 shows ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... 211 advisers surveyed administer a portion of client assets off-platform. These assets include term deposits, ASX-listed shares, ETFs, direct and commercial property, wholesale and retail managed funds, and private equity holdings. Many advisers still ...

Vanguard launches new ESG offerings

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 OCT 2020
... investment options. The Vanguard Ethically Conscious Australian Shares Fund and ETF will invest in approximately 240 ASX listed shares with a series of ethical screens. The product will remove companies with significant business activities involving ...

Super fund restructures, fixed income lead exits

KARREN VERGARA  |  MONDAY, 14 SEP 2020
... is reorganising its public markets division to a business unit that will undertake the activities of the former listed shares and fixed income, currency and cash (FICC) teams. The newly formed public markets team will be led by Greg Barnes and mirrors ...

Senator criticises lazy super system

JAMIE WILLIAMSON  |  FRIDAY, 5 JUN 2020
... entire system... and so much of the money that was in super was liquid. A balanced fund invests around 25% in ASX-listed shares, so it's not as if the funds were going to have trouble getting their hands on the cash," she said. "What we did see was ...