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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... executives of Legg Mason-aligned Western Asset Management spoke of the high barriers to entry in the fixed income market for SMSFs, proposing actively managed bond ETFs as a potential solution. Commenting on how SMSFs currently allocate bonds within ... |
| | | | ... that any funds with less than $1 million in assets will perform significantly worse than institutional funds. In contrast, SMSFs with more than $1 million in assets are marginally better off, with the report citing data from the past decade showing these ... |
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