Search Results | Showing 521 - 530 of 1390 results for "SMSFS" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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" ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... general manager, technical services, operating from Newcastle. Collectively the merged firms will manage in excess of 12,000 SMSFs. About 600,000 SMSFs are currently in operation nationally, managing $653.8 billion in assets, according to the latest ... |
| | | | ... project at Badgery's Creek. The platform also provided an update on its ongoing Federal Court action seeking confirmation that SMSFs can invest in a DomaCom sub-fund that owns a residential property rented by a related party; and that the DomaCom Fund ... |
|