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Showing 31 - 40 of 107 results for "Annual returns"

Crackdown on SAN misuse continues

ELIZA BAVIN | WEDNESDAY, 28 OCT 2020

... terminated the registration of an agent. The TPB said the agent had made false and misleading statements in various annual returns, indicating an audit had been done when it had not. The ATO said the agent's behaviour was uncovered after an auditor ...

Federal Court freezes investment scam, winds up SMSF operator

ANNABELLE DICKSON | TUESDAY, 27 OCT 2020

... alleges Beresford established Maxwell Financial Services in 2019 and offered investors financial products with high annual returns. However, its website stated its representatives held an AFSL and it was associated with ASIC and APRA when it did not. ...

Best Australian equities funds, with risk considered

KANIKA SOOD | FRIDAY, 19 JUN 2020

... best information ratio (1.4). In the small companies category, Lakehouse Small Companies Fund scores the best on annual returns (14.9%), Sharpe Ration (0.6), Sortino Ratio (0.6), Omega Ratio (1.8) and Information Ratio (1.7). Aberdeen Standard Australian ...

Zenith defends LICs/LITs

ALLY SELBY | FRIDAY, 12 JUN 2020

... LIT portfolios and their performance on the ASX can be reduced by adopting a longer term view. "The difference in annual returns based on whether a vehicle trades at a discount or a premium tends to vary materially in the short term (one year)," Zenith ...

TPB cracks down on 74 tax practitioners

ELIZABETH MCARTHUR | TUESDAY, 26 MAY 2020

... fraudulent SMSF Auditor Numbers (SANs). In 2019, the ATO started a compliance campaign that involved reviewing SMSF annual returns. It found that 74 practitioners representing 106 funds had lodged annual returns for the 2017 financial year with an incorrect ...

AustralianSuper pays out $320m

JAMIE WILLIAMSON | TUESDAY, 28 APR 2020

... who withdraws $20,000 could see a reduction in their retirement balance at age 67 of $64,000, based on long term annual returns of 6.5% net of fees and taxes. The $650 million requested by AustralianSuper members represents about 17% of the $3.8 billion ...

SMSFs granted annual return extension

ELIZA BAVIN | THURSDAY, 23 APR 2020

SMSFs have been granted an extension to the lodgement of annual returns to the ATO to June. The ATO said it made the decision in the wake of the financial effects of the COVID-19 outbreak. "The requirement for an SMSF to appoint an auditor 45 days before ...

Hermes handbags an emerging asset class for UHNWs

KANIKA SOOD | FRIDAY, 13 MAR 2020

There's now an index that tracks the value of collectable Hermes bags and they returned 13% in 2019, beating annual returns of other collectables like cars, jewellery, art and rare whisky. Knight Frank Luxury Investment Index, for the first time, added ...

Wealth firm trims Aussie shares

KANIKA SOOD | FRIDAY, 14 JUN 2019

... of the year and is dominated by materials, industrials, financials and consumer discretionary stocks. Ten-year annual returns of the index sit lower at 6.47%. The 10 largest holdings in the index include A2 Milk, Tabcorp, Bluescope, Seek, Magellan Financial ...

Women-led super funds continue to shine

JAMIE WILLIAMSON | FRIDAY, 8 MAR 2019

... leadership teams achieve greater returns for members. Funds with above-average gender diversity in leadership achieved annual returns of 9.6% and 8% over one and three years respectively. In contrast, funds with less than average female representation ...

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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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