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Showing 41 - 50 of 50 results for "ATO data"

Retirement system needs work: Actuaries

DARREN SNYDER | THURSDAY, 28 JUL 2016

... accounting for more than $12 billion of assets in the drawdown phase in each year of the study. The second study was based on ATO data provided to the CSIRO. The Actuaries Institute said another important finding was that drawdown behaviours are universally ...

SMSFs must increase global equities investment

DARREN SNYDER | FRIDAY, 1 JUL 2016

... released a white paper looking at international managed portfolios as a gateway for SMSFs to invest overseas. According to ATO data, the paper says SMSFs across the country have less than 1% direct exposure to international equities whereas a balanced ...

Gender super gap widest for women at lower income levels

WHITNEY FITZSIMMONS | TUESDAY, 5 APR 2016

... abolishing the Low Income Super Contribution, without a replacement will only make matters worse", Whiteley added. The ATO data shows there are nearly 40% more females than males in the bottom tax brackets. Interestingly though, the new data also revealed ...

CBA dangles carrot to roll customers into Essential Super

MARK SMITH | FRIDAY, 13 FEB 2015

... Coles and Myer. The bank is writing to customers to let them know that it has unearthed potential lost super through an ATO data search and offering them the chance to consolidate. "You can save on multiple fees and keep track of your super balance in ...

FEATURE: Understanding mFund

STAFF WRITER | WEDNESDAY, 4 FEB 2015

... investment schemes. Furthermore, SMSF investors are vastly under-invested in international securities. The latest available ATO data shows that the segment has less than 1% of assets allocated off-shore. APRA-regulated funds, on the other hand, have ...

SMSF closures drop 75% in 2014

LAURA MILLAN | WEDNESDAY, 10 SEP 2014

... shows that 2,349 SMSFs were wound up in the 12 months to June 2014, while 9,676 SMSFs wound up in June 2013. However, the ATO data is preliminary and it only includes wind ups initiated by trustees and those that were closed as a result of ATO compliance ...

Giving through PAFs back to pre-crisis level

MARK SMITH | MONDAY, 18 AUG 2014

... of $3 million. Distributions from PAFs to charitable causes reached a record $252 million in the year to 30 June 2012. ATO data reveals on a personal donation level, the annual gift size per donor has increased from $31 to $494 since data collection ...

Viable SMSF size underestimated

MARK SMITH | MONDAY, 7 APR 2014

... Professionals' Association of Australia (SPAA) director of technical and professional standards Graeme Colley. "In general, the ATO data tells us that SMSFs tend to have similar returns to APRA-regulated funds in up markets but don't lose as much in ...

SMSF popularity belies fickle performance

MARK SMITH | MONDAY, 14 JAN 2013

... scale. Indeed, the scale effect is much greater among the SMSF segment than it is in regular funds. In 2008 and 2009, the ATO data shows that only SMSFs with more than $1 million outperformed the segment average while in 2012 and 2011 only SMSFs with ...

New data questions SMSF inflows

ELISE BURGESS | MONDAY, 13 FEB 2012

... space based on Australian Tax Office (ATO) data. Baker said facts about SMSFs are difficult to collate "mostly relying on ATO data from SMSF tax returns" with concerns on how additional administrator data may be used to represent the SMSF market as a ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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