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| | | SMSFs with balances of $200,000 or more perform better than those with smaller balances. According to new research from SuperConcepts and the University of Adelaide's International Centre for Financial Services, large SMSFs perform better because they ... |
| | | | ... the total equities exposure," Newfield said. Australia tops the list with the highest allocation to cash, primarily due to SMSFs. Australia's allocation is 16% of the total, in contrast to the US and Canada (2%), UK (1%) and Japan (4%). Newfield said ... |
| | | | ... comply with PCG 2016/5, you should take urgent action to ensure the non-arm's length income rules will not apply to the SMSFs because of the loan terms." He added: "It is also a good opportunity to review the other parts of the LRBAs to make sure there ... |
| | | | ... US election, SMSF investors were the most active investors in the retail segment, and traded on average 30% more than non-SMSFs. "Over the past two years, SMSFs have been more likely to trade during periods of market volatility than non-SMSFs," Commonwealth ... |
| | | | ... during this period. It takes the firm's total billable portfolios to more than 130,000. Class estimates its market share of SMSFs billable portfolios at 21.7%. In statement to the ASX, Class said it will release its December 2016 SMSF Benchmark Report ... |
| | | | ... demonstrating that women are becoming increasingly engaged with their superannuation. The annual self-managed superannuation funds (SMSFs) statistical overview released by the ATO shows that over the five years to 30 June 2015, the average female SMSF ... |
| | | | ... in September, providing Australians with easy and transparent access to global equity markets via themes or "vues". Both SMSFs and direct investors have been early users of the platform. Speaking to Financial Standard, Sahgal said some of the best performing ... |
| | | | ... together on delivering enhanced services across asset management, institutional equities and debt, private wealth management, SMSFs and corporate advisory. 3. Focus on older men will kill financial planning The over-representation of over-50 men in financial ... |
| | | | ... management firm's online SMSF community has doubled to 600 in the past year. The SMSF Community offers those interested in SMSFs the opportunity to network, check their asset allocations via its Pulse tool and access educational materials. According ... |
| | | | ... international shares, in a simple and seamless manner with all other assets. "Our recent whitepaper highlighted the issue of SMSFs limited exposure to overseas assets and how this was contradictory to the fundamental principles of diversification. "By ... |
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