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Showing 431 - 440 of 1382 results for "SMSFs"

Simple Fund 360 picks up AdviserLogic

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... appreciate." Earlier this year BGL added artificial intelligence to the platform, in a move designed to help firms managing SMSFs to remain compliant while also ensuring incorrectly coded transactions were identified.

Leave dividend imputation system as is: Plato

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
... holdings in Australian shares will be worse off. He added the proposals were "very discriminatory," particularly against SMSFs. Members of mature superannuation funds are discriminated against versus members of less mature funds, he explained. Mature ...

ASIC takes financial planner to court

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... Financial Advisory from June 2014 to August 2017. ASIC alleged that during this time Gordon recommended his clients establish SMSFs and extend unsecured loans to a property development company, which has since been placed in liquidation. At least 10 ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
... indicate a need to increase the education and training requirements for advice providers who provide personal advice on SMSFs," ASIC said in its report. The regulator said deficiencies ranged from record-keeping and process failures to failures likely ...

MySuper approaches $650 billion

DARREN SNYDER  |  TUESDAY, 26 JUN 2018
... accounts for more than 50% of pre-retirement, APRA-regulated superannuation assets if you exclude self-managed super funds (SMSFs) and retirement assets. While the growth rate of MySuper assets is on an exponential path, questions are being raised publicly ...

Sequoia sells direct equities business

ALEX BURKE  |  FRIDAY, 22 JUN 2018
... retained and transferred to another Sequoia-controlled entity. Sequoia Direct provides general advice on portfolio management, SMSFs, direct equities trading, structured products and insurance, and also provides a suite of market data and trading tools. ...

Fidante eyes actively managed ETFs

KANIKA SOOD  |  THURSDAY, 14 JUN 2018
... over the time, this will lead to a quite profound shift in the diversification particularly for self-managed super funds (SMSFs) and other self-directed investors. They are usually under-allocated to fixed income and that's partly because it's ...

SMSF cash balances not ballooning: BGL

KANIKA SOOD  |  WEDNESDAY, 13 JUN 2018
... great supporter of a lot of the SMSF statistical analysis bandied around by some, with our software covering 23% of all SMSFs, I think our figures are reasonably representative," he said. Last week, a report by Vanguard and Investment Trends found the ...

Industry fund calls for tougher SMSF rules

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... is urging for reforms in light of the Productivity Commission's recent draft report on superannuation. The report found SMSFs with smaller balances (less than $1 million) perform "significantly worse" than APRA-regulated funds. Using ATO data, it highlighted ...

SMSFs missing out on returns

KANIKA SOOD  |  WEDNESDAY, 6 JUN 2018
... equities returned six percentage points higher than Australian equities over the 12 month period - an opportunity that many SMSFs missed out on. Implications for smaller SMSFs Nearly three out of four SMSFs have assets under $1 million and these funds ...