Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 307 results for "SMSF trustees"

SMSF establishments soar

ANNABELLE DICKSON  |  MONDAY, 6 SEP 2021
... 31% of SMSFs invest in managed funds while around 28% invest in ETFs. Further to this, ETFs are most popular in SMSF trustees aged 25 years old and under.

ETF use grows in SMSFs

ANNABELLE DICKSON  |  THURSDAY, 2 SEP 2021
... 31% of SMSFs invest in managed funds while around 28% invest in ETFs. Further to this, ETFs are most popular in SMSF trustees aged 25 years old and under. The report also found that SMSFs accounted for only 1% (or 22,000 SMSFs) of early withdrawal applications ...

SMSF fraudster loses appeal

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
... said in a statement. Gore was first arrested in April 2017 and charged with fraud after he obtained $800,000 from SMSF trustees between 2013 and 2014. Through his role at Arion Financial, Gore presented investors with information that they could invest ...

ATO warns of new SMSF scheme

ELIZA BAVIN  |  MONDAY, 15 MAR 2021
The Australian Taxation Office (ATO) has warned SMSF trustees of a new scheme it has uncovered that aims to avoid paying potential tax liabilities. The ATO said while it is important to plan for retirement and look for ways to maximise retirement assets ...

HUB24, Netwealth top platform rankings

JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
... competition, with HUB24's HUBConnect making strides to improve their client app experience, while BT Panorama are providing SMSF trustees with a view of their external assets from their connected accounting software," Investment Trends said. Choi said ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... is lengthy, costly and prioritises compliance and the needs of AFSLs over consumers." Current regulation prevents SMSF trustees obtaining the limited SMSF advice they require. "We believe every effort should be made to implement ideas and changes, even ...

SMSF fraudster charged

ANNABELLE DICKSON  |  THURSDAY, 29 OCT 2020
... investors. Craig Kirrin Gore was first arrested in April 2017 and charged with fraud after he obtained $800,000 from SMSF trustees between 2013 and 2014. Through his role at Arion Financial, Gore presented investors with information that they could invest ...

Bermuda-based fund launches down under

ALLY SELBY  |  WEDNESDAY, 23 SEP 2020
... former Barclays Capital vice president of equity and funds structured markets, who sees potential for the fund for SMSF trustees, self-directed investors and family offices seeking higher returns from their fixed interest assets. "The underlying assets ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... advisers stands in the way. The Vanguard Investment Trends Planner Report revealed a 6% increase in the number of SMSF trustees with unmet advice needs in investment strategy, retirement planning and tax planning. Only 39% of the 3000 SMSF trustees surveyed ...

ATO clarifies part disposal rules: DomaCom

ANNABELLE DICKSON  |  TUESDAY, 18 AUG 2020
... received confirmation from the tax office that a part disposal of a home can work for downsizer contributions for SMSF trustees to allow them to stay in their home. The ATO's Administrative Binding Advice confirms that SMSF members are able to sell a ...