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Showing 511 - 520 of 1382 results for "SMSFs"

Super FUM up 10pct to $2.3tn

ALEX DUNNIN  |  THURSDAY, 24 AUG 2017
... This stability in the market share of the small super fund segment is reinforced by the amount of outward transfers into SMSFs, decreasing for the first time in three years to $6.3 billion as these flows contracted 10% from $7 billion in 2015-16. The ...

SMSFA supports quarterly reporting proposal

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
... consultation shows the ATO is willing to work with industry to get the implementation of event based reporting right for SMSFs," Maroney says. Maroney adds the SMSFA is fully aware some of its members have concerns about event-based reporting, and is ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
... finding advisers who can meet their needs. Research from Investment Trends and Vanguard Australia shows that of the 585,000 SMSFs operating in Australia, 277,000 reported having unmet advice needs. This is up from 212,000 in 2015, with taxation and superannuation ...

Contribution caps cause SMSF cash surge

ALEX BURKE  |  THURSDAY, 17 AUG 2017
... equities declined as well, also partially due to market performance. Perhaps unsurprisingly, the top 10 securities held in SMSFs are CBA, Westpac, ANZ, NAB, Telstra, BHP, CSL, Wesfarmers, Woolworths and Transurban. Minus Macquarie, this more or less ...

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
... foreign exchange and gold. Shellshear said Aleda is suitable to investors ranging from millennials to 65-year-olds as well as SMSFs, but is not recommended for retirees as it doesn't offer income-based strategies. Jason Holdsworth, also a director at ...

Japanese broker targets Aussie SMSFs

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... think more about investing outside the country," Matsumoto said. While Matsumoto reiterates the initial target market is SMSFs, he sees further growth potential through Australia's financial advice network. He said the online solution is a "best fit" ...

Ripoll to help victims of rogue advice

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
... advisers. Currently the group is focused on helping clients who have been convinced to set up self-managed superannuation funds (SMSFs) and borrow money to buy off-the-plan property. Ripoll, who chaired the parliamentary joint committee on corporations ...

Class and Countplus partner

EMMA RAPAPORT  |  THURSDAY, 10 AUG 2017
... accountants under increasing pressure from regulators, clients and competitors to improve their processing and reporting of SMSFs, it's critical to have the right systems in place to meet these challenges." Commenting on the development, Countplus chief ...

HUB24 expands white label solutions

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
... advice exemption has seen accountants gradually move into the financial advice environment. This not only includes advice in SMSFs but also advice in relation to a client's other superannuation accounts, particularly where an SMSF is not appropriate ...

Melbourne to host SMSF expo

KARREN VERGARA  |  MONDAY, 7 AUG 2017
... and tipped to be largest sector in the post-retirement superannuation market, according to the association. As at March, SMSFs accounted for 32% or $674 billion of total superannuation assets. There were about 1,120,117 SMSF members of 590,742 funds ...