Search Results | Showing 31 - 40 of 266 results for "SMSF sector" |
| | | ... over 722,000 SMSF members, provides the first real glimpse of the potential impact of the proposed tax change on the SMSF sector. Commenting on the release of the research study, University of Adelaide Professor Ralf Zurbruegg said the liquidity stress ... |
| | | | ... 65 have their entire balance in accumulation. "While this in part reflects the higher levels of engagement in the SMSF sector and likely the value of having access to financial advice, it also highlights that the superannuation sector collectively needs ... |
| | | | ... the independence and auditing standards, or whose conduct called into question the integrity of SMSF audits. "The SMSF sector holds more than $865 billion in assets in over 600,000 funds and it is crucial that SMSF auditors comply with their regulatory ... |
| | | | ... indexation of caps, transfer balance and total super balance caps," he said. Despite the constant change within the SMSF sector, Markwick said members and trustees should adhere to the current rules - and not those yet to be regulated or legislated. ... |
| | | | ... how much," Burgess explained. "This may sound like a simple task, but the reality is in a dynamic market such as the SMSF sector there can be significant variation in the services provided, particularly when it involves related entities, so determining ... |
| | | | ... of their assets invested in cash, accounts for much of the performance differentials. The headline return for the SMSF sector for 2019/20 was -0.6% and 14.8% in 2020/21, compared to -1.2% and 16% over the same period for APRA-regulated funds. Accumulation ... |
| | | | ... his deep understanding of the association's values and members makes him an outstanding addition to the team. "The SMSF sector continues to grow strongly and along with it the demand for SMSF specialist advice," he said. "So having someone like Neil ... |
| | | | ... sums, but this ratio has tripled to 42% in 2022, it said. The amount of money being transferred into and out of the SMSF sector has also held up, even increasing slightly. Last year, the value of capital transferred into SMSFs was at pre-TBC levels ... |
| | | | ... recognition of the rigorous training and education already completed by CFPs. "The SSA designation is highly regarded in the SMSF sector, and this express pathway offers our CFP members who work in this area a cheaper and faster way to be recognised ... |
| | | | ... uncompetitive compared with APRA-regulated funds was at odds with research conducted on a sizeable proportion of the SMSF sector," Burgess said. "It's worth repeating that research found no material differences in performance patterns for SMSFs between ... |
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