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Showing 31 - 40 of 50 results for "ATO data"

SMSFA slams PC draft findings

KARREN VERGARA | WEDNESDAY, 25 JUL 2018

... SMSFA provided alternative data to calculate SMSF investment returns and costs it deemed to be "more accurate" than the ATO data the Commission used. "In addition, ATO cost and return calculations include SMSF establishment and advice costs that vary ...

Industry fund calls for tougher SMSF rules

KARREN VERGARA | WEDNESDAY, 13 JUN 2018

... found SMSFs with smaller balances (less than $1 million) perform "significantly worse" than APRA-regulated funds. Using ATO data, it highlighted the poor performance of SMSFs with lower balances as unsustainable and posing a major risk to members. The ...

Global fixed income manager mulls active bond ETFs

HARRISON WORLEY | FRIDAY, 1 JUN 2018

... marketplace, and we'd hope to see them invest more in bonds and sleep better at night ultimately." Rainmaker analysis of ATO data confirms Kirkham's assertion that fixed income is difficult for SMSFs, with just 6.16% of SMSF assets allocated to fixed ...

SMSFs ramp up LRBA and property allocations

KARREN VERGARA | TUESDAY, 1 MAY 2018

... than 10% in managed funds, but as they grow this on average nearly triples to about 25%. This trend was also evident the ATO data. About 29.8% of savings was allocated to cash in June 2013, which dropped to a five-year low of 21.8% as at December last ...

SG non-compliance declining: ATO

KARREN VERGARA | FRIDAY, 13 APR 2018

Most employers and super funds are complying with superannuation guarantee (SG) obligations, but latest ATO data shows there are still some breaching SuperStream standards. Over 2016-17, SuperStream processed 135 million contributions - about five million ...

Intervention from trustees can address unpaid super: IFS

EMMA RAPAPORT | WEDNESDAY, 6 SEP 2017

... fund trustees act to recover unpaid super, the more likely the debt will be paid with a simple phone call." According to ATO data, small-to-medium businesses in the construction, retail, food services and accommodation sectors are the worst offenders ...

SMSF software demand surges

KARREN VERGARA | THURSDAY, 6 JUL 2017

... Bungard said. Accountants using Class technology experienced an average 12% increase in SMSF client growth; compared with ATO data showing the industry grew by just 3.9%, he said. Class added 8208 accounts in the last three months alone despite an ATO ...

SMSFs encouraged to embrace fintech

DARREN SNYDER | FRIDAY, 25 NOV 2016

... are paying for services they don't need when it comes to the portfolio management of assets. MA Operator says recent ATO data shows the average operating expense ratio for SMSFs increased to 1.06% for the year ending 30 June 2014. While the increase ...

Super funds should reassess view of balances: Challenger

JAMIE WILLIAMSON | WEDNESDAY, 2 NOV 2016

... account balances as they're not considering the 45% of people with super that the ATO estimates have more than one account. ATO data also shows that average balances, once multiple accounts are consolidated, are much higher than generally perceived. ...

Reduced contribution cap hurts women, self-employed workers: SMSFA

ALEX BURKE | THURSDAY, 13 OCT 2016

... 14,351 member entries and 7,593 fund entries provided by SMSF administrator BGL Corporate Solutions, benchmarked against ATO data. It found that voluntary contributions increase significantly as members age, peaking between 60 and 75. The report attributed ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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