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| | | ... forecast to hit $9.5 trillion by 2035 off the back of growth in industry and retail funds, and the increasing popularity of SMSFs in post-retirement phase. |
| | | | ... inadequate," ASIC commissioner John Price said. Under the Superannuation Industry (Supervision) Act 1993, all auditors of SMSFs are required to be registered with ASIC to ensure that all SMSF auditors meet the base standards of competency and expertise. ... |
| | | | ... head of adviser services and strategic partnerships at IOOF. She has worked across funds management, platforms, insurance, SMSFs, advice and service delivery over a career spanning more than 20 years. Harrison will play an integral role in the NAB Financial ... |
| | | | ... throughout Australia. According to Easton, it maintains client relationships with more than 4000 self-managed super funds (SMSFs). Easton said the proposed acquisition would be complementary to its existing wealth management operations, which includes ... |
| | | | ... $250,000 a year. Meanwhile, the $1.6 million balance transfer cap is expected to impact around 110,000 people - largely in SMSFs. Some 170,000 members of APRA-regulated funds with a Transition to Retirement (TTR) pension and a further 100,000 with such ... |
| | | | ... Asgard. He most recently led SMSF product and distribution strategies across BTFG's Panorama platform, helping it grow to 4000 SMSFs with $2.5 billion in funds under administration. In the early stages of his career, Lawrenson was also instrumental in ... |
| | | | ... the fund can play for self-managed super fund investors in regards to Australian equities diversification, given that most SMSFs have a heavy bias towards the top 12 ASX stocks. While 80% of the fund's returns come from ASX 100 stocks, Carleton said ... |
| | | | ... and one in Hong Kong and offers a range of services covering financial advice, accounting, tax compliance, family office, SMSFs and insurance. The firm's IPO was independently advised by Grant Samuel and Morgans acted as sole lead manager. "I founded ... |
| | | | Self-managed super funds delivered lower returns compared to MySuper products in the 12 months to April, according to Rainmaker's SuperGuard 360 SMSF performance index. The SG360 SMSF reference index generated a return of 10.3%, slightly underperforming ... |
| | | | ... every six months. The platform already has 5000 active investors, including more than 70 self-managed superannuation funds (SMSFs), with a relatively even demographic split between under-35s and over-35s. "If you're saving for a house, this is an opportunity ... |
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