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Showing 441 - 450 of 1383 results for "SMSFs"

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 ...

Global fixed income manager mulls active bond ETFs

HARRISON WORLEY  |  FRIDAY, 1 JUN 2018
... 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 ...

Industry stakeholders welcome PC report

JAMIE WILLIAMSON  |  WEDNESDAY, 30 MAY 2018
... 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 ...

Productivity Commission addresses superannuation lottery

DARREN SNYDER  |  TUESDAY, 29 MAY 2018
... (SMSF) segment has broadly tracked the long-term investment performance of APRA-regulated funds on average. However, smaller SMSFs (those with balances under $1 million) have delivered materially lower returns on average than larger SMSFs - exceeding ...

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... being established each month. Further, 154,050 trustees projected to move into retirement within five years. Advisers of SMSFs play a significant role in helping trustees meet their legal obligations, navigate regulatory change and embrace the importance ...

ASIC drags NSW adviser to court

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
A financial adviser who allegedly recommended his clients set up SMSFs and invest funds in a company where he was a director; and claimed life insurance commissions from illegitimate applications, will face the Federal Court this month. ASIC has commenced ...

Unlicensed SMSF advice not systemic: ASIC

HARRISON WORLEY  |  FRIDAY, 4 MAY 2018
... an alternative "limited licence", which would enable the provision of a limited range of financial services relevant to SMSFs. The ASIC inquiry found that most of the accountants investigated were not providing unlicensed SMSF advice, and that mainly ...

ASIC deregisters 117 SMSF auditors

KANIKA SOOD  |  WEDNESDAY, 2 MAY 2018
... statements. The auditors stripped of their registrations will no longer be able to audit self-managed superannuation funds (SMSFs). "Conducting an audit of an SMSF when not permitted to do so may have further serious consequences for the fund and the ...

SMSFs ramp up LRBA and property allocations

KARREN VERGARA  |  TUESDAY, 1 MAY 2018
... asset class. Residential property on the other hand almost doubled from $17.3 billion to $34.2 billion. Interestingly, more SMSFs have ramped up borrowing activities - jumping from $9.8 billion to $24 billion. Rainmaker's December 2017 Roundup research ...

Retirement income expert joins SMSFA

KARREN VERGARA  |  TUESDAY, 1 MAY 2018
... superannuation industry." He added he is looking forward to playing a public policy role at a time when the majority of assets in SMSFs reach pension mode. "It will be critically important to get the policy settings right as we enter into this new chapter ...