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Showing 501 - 510 of 1382 results for "SMSFs"

BT Financial Group expands SMSF capability

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... make it easier to work with advisers. "We know that many accountants collaborate with advisers in managing their clients' SMSFs and they are looking for smarter ways to work together to best serve trustees," Moxey said. In the past, managing SMSFs was ...

Transfer balance cap reforms could hurt grieving SMSFs

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... their estate planning needs prior to 1 July may need to review them. Hogan added that there would be many instances with SMSFs in which the death of one spouse would trigger a situation where the surviving partner would receive a death benefit forcing ...

SMSFs narrow performance gap: Rainmaker

KARREN VERGARA  |  MONDAY, 9 OCT 2017
SMSFs underperformed default MySuper options by a narrow margin in the 12 months to August, the latest Rainmaker SuperGuard 360 report shows. The SG360 SMSF reference index, which measures the post-fee investment return of SMSF trustees, delivered slightly ...

More time needed for TBAR transition: SMSFA

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
... 'Event-Based' Reporting Position Paper, the association outlined its support for 'option 2' - meaning that from 1 July 2018, SMSFs should have 28 days after the end of the relevant quarter to report, with two exceptions, all transfer balance cap events. ...

Multi-member SMSFs shun risky investments: Research

EMMA RAPAPORT  |  FRIDAY, 22 SEP 2017
... highlighted two complimentary behavioural factors - gender bias and group behaviour - that have a significant influence on the way SMSFs allocate their assets. "While SMSF funds with more male members tend to invest in more risky assets, our findings ...

Lower returns but higher balances for SMSFs

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... (drawdowns) from the SMSF were greater than the average contribution. The 1% per annum imputed investment return for 2016 for SMSFs in our study compares to a 2.9% per annum return for APRA regulated superannuation funds over the same period," the report ...

Millennial SMSFs making impact

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
The rise of the millennial self-managed superannuation fund investor augurs well for the future, presenting a potentially lucrative business proposition for financial advisers. The latest CommSec SMSF Trading Trends Report shows millennials now represent ...

Cooper Investors opens door to retail

ALEX BURKE  |  TUESDAY, 5 SEP 2017
... available to the retail market," Cooper Investors managing director Peter Cooper said. "There has been much discussion about how SMSFs, in particular, have lacked diversification into overseas markets, and now these two funds offer a solution." Cooper ...

Female SMSF investors more focused on securing retirement

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
... both SMSF and personal trading accounts showed females invested almost one-and-a-half times more in dollar terms into their SMSFs than in their personal accounts - the opposite of men in the same demographic. CommSec said this is indicative of women ...

SuperStream ushers in digital era

EMMA RAPAPORT  |  THURSDAY, 31 AUG 2017
... roll out of SuperStream. The move to digital, which involved the co-operation of 200 APRA funds and approximately 350,000 SMSFs, is said to enable faster rollover of member's monies from fund to fund, and greater consolidation of accounts. According ...