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| | | ... contribution can be used to start an income stream," he said. Likewise, those with bigger superannuation balances, particularly SMSFs, should weigh the benefits of using the downsizer contribution as it could put them at risk of losing a number of benefits ... |
| | | | ... strategies to help stay under the $1.6 million pension transfer balance cap." The survey looks at about 2670 funds, a sample of SMSFs SuperConcepts administers and the investments they held at 31 December 2017, and represent about $3.2 billion in ass ... |
| | | | ... Speaking about the guide, Dunnin said that as the self-directed investor market, through self-managed superannuation funds (SMSFs), continues to grow, so will the interest on various managed investment products. "There will be more demand for managed ... |
| | | | ... told the 2018 SMSF Association National Conference last week that non-lodgement, reserves, together with actively ensuring SMSFs remain within transfer balance caps are three of its main priorities this year. "Firstly, SMSFs in the coming months should ... |
| | | | ... saw net cashflows rise 177% over the year to $931 million, which AMP said was driven by "additional revenue in advice and SMSFs." AMP Bank also saw operating earnings rise 17% to $140 million, driven by a 14% boost in residential lending to $18.9 billion. ... |
| | | | ... Super has a client base of more than 200 accounting and financial planning practices. It administers and audits over 5000 SMSFs and has about 90 employees across Canberra and Brisbane. SuperConcepts chief executive Natasha Fenech said the acquisition ... |
| | | | ... return from the SMSF reference index and 9.6% for the default index. The reason for this, SuperGuard 360 explained, is that SMSFs generally have lower allocations to growth assets. Less than 10% is generally invested in international equities, while ... |
| | | | ... saw net cashflows rise 177% over the year to $931 million, which AMP said was driven by "additional revenue in advice and SMSFs." AMP Bank also saw operating earnings rise 17% to $140 million, driven by a 14% boost in residential lending to $18.9 billion. ... |
| | | | Growing interest from institutional and self-managed superannuation investors is behind two recent executive appointments at an Australian cryptocurrency exchange, including a former senior member of Challenger's technical team. Sydney-based exchange ... |
| | | | ... said he intends for SMSF Alliance's approach to be "quite opposite to the modern trend of industrialising SMSF admin." "All SMSFs are not the same and dumbing down the admin approach merely diminishes the potential benefits to your clients and your business," ... |
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