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| | | ... months to June 2016. Rainmaker analysis of APRA data also shows retail super funds made up nine of the biggest 10 outflows to SMSFs in the period. Retail funds seeing the largest outflows to SMSFs, by dollar value, included Macquarie Superannuation Plan ... |
| | | | ... Funds. A 'round robin' scheme was operated by Ross whereby his clients transferred superannuation funds into newly created SMSFs. The SMSFs lent funds to Ross' company and then an amount, less a fee, was loaned by either Ross' company or personally by ... |
| | | | ... Speaking to media this morning, Shadow Treasurer Chris Bowen said the policy will target a $24 billion borrowing "explosion" by SMSFs which has contributed to an overheated property market and a crisis in housing affordability. "We will restore the general ... |
| | | | ... members. One item that did not pass into law, Breckon noted, was the proposed relief to retain actuarial certificates for SMSFs and Small APRA Funds (SAFs) using the proportionate method to calculate their Exempt Current Pension Income if the fund was ... |
| | | | ... specialists. The CommBank SMSF Report reveals a valuable opportunity for advisers, with 50% of advised and 59% of unadvised SMSFs wanting more support in managing their retirement savings. About 42% of those in the accumulation phase currently operate ... |
| | | | ... been available. Panorama provides advisers and investors complete end-to-end solutions across investments, superannuation, SMSFs and insurance products. BTFG general manager of platforms and investments John Shuttleworth said the "massive simplification ... |
| | | | ... It's no secret the Panorama platform has been seeking attention in the self-managed super market, leveraging the 120,000 SMSFs already in BTFG's adviser and licensed accountant distribution network. Chief executive Brad Cooper also sees further growth ... |
| | | | ... strategy recognised by Lonsec for providing a prudent way to access global equities." "This strategy has particular appeal for SMSFs and baby boomers - groups who want global equity exposure, but need to balance this against the level of risk they are ... |
| | | | ... investors to enable them to invest into the rural sector through our platform." It is expected that investors, predominantly SMSFs, will receive an estimated combined income and capital return of 10% per annum on their investment, based on historic returns. ... |
| | | | ... products are and what they do," Gunning said. This includes loans, life insurance, retirement planning, general insurance, SMSFs, superannuation, managed property investments, securities and derivatives. As defined by ASIC, "factual advice" is "objectively ... |
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