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Showing 401 - 410 of 1807 results for "Managed Super"

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... facilitate foreign pension transfers into Australian super funds, has dropped off the list, he said. However, self-managed super funds that are ROPS compliant and have members aged between 55 and 75 are able to transfer a UK pension scheme. Before the ...

SMSFs outperforming MySuper: Research

KARREN VERGARA  |  FRIDAY, 14 SEP 2018
The self-managed super fund sector outperformed MySuper returns for the third consecutive month, latest SuperGuard 360 data shows. SMSF performance, as represented by the SG360 SMSF Reference Index, delivered 10.5% per annum (before fees and tax) in ...

Former Westpac adviser ban upheld

KARREN VERGARA  |  FRIDAY, 14 SEP 2018
ASIC's banning of a former Westpac financial adviser has been upheld by the Administrative Appeals Tribunal. Last July, the corporate regulator banned Jason Atkins from providing financial services for three years. Perth-based Atkins provided advice ...

SMSF cash allocation dips

KARREN VERGARA  |  WEDNESDAY, 12 SEP 2018
Self-managed superannuation funds are increasingly shifting away from cash to Australian equities, latest SuperConcepts figures show. Cash and short-term deposits dropped from 19.8% to 17.3% in the 12 months to June 2018, according to SuperConcepts' ...

The changing face of SMSFs

JAMIE WILLIAMSON  |  MONDAY, 10 SEP 2018
Self-managed superannuation funds increased allocations to international equities by 30% in the first half of 2018, as well as upped exposure to listed investment companies and trusts in a bid to reach new markets. According to the latest Commsec SMSF ...

SMSFA questions three-year audits

KARREN VERGARA  |  TUESDAY, 4 SEP 2018
The SMSF Association has cast doubts over the proposed three-year audit cycle for some self-managed super funds, stating the change may "undermine" the integrity of the sector. SMSFA chief executive John Maroney said the shift to three-year audits would ...

Super assets hit new record

STEPHEN FAY, DARREN SNYDER, KARREN VERGARA  |  THURSDAY, 30 AUG 2018
... largely driven by contributions. The retail segment received $7 billion less in contributions compared to FY17. Self-managed super fund (SMSF) assets reached $749.9 billion, growing 6.4% year on year. Overall, the rate of growth for super assets was ...

Aussie super asset allocation "riskier": Research

HARRISON WORLEY  |  MONDAY, 27 AUG 2018
... unearthed in UBS' report fails to reflect the more conservative asset allocation often adopted by those with self-managed super funds. According to the latest Rainmaker Advantage report, ATO data for SMSF asset profiles found large SMSFs have growth ...

SMSFs too conservative: Poll

KARREN VERGARA  |  MONDAY, 27 AUG 2018
More than half (54%) of the respondents in Financial Standard's latest spot poll believe self-managed super funds are too conservative when it comes to allocating assets. Only a third (33%) said they were content with the allocation strategies and will ...

Advisers can't ignore CIPR debate: SSGA

KARREN VERGARA  |  MONDAY, 20 AUG 2018
... be part of the superannuation ecosystem whether advisers like it or not. CIPRs, which don't apply to the self-managed super fund sector, will be also impacted in some way, he warned. In this year's Budget, the Federal Government said it will ...