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Showing 41 - 50 of 107 results for "Annual returns"

Advisers failing to submit SMSF returns

DARREN SNYDER  |  TUESDAY, 11 DEC 2018
... 2700 tax practitioners, who are also trustees of their self-managed superannuation fund, have outstanding SMSF annual returns. This latest figure comes from the Tax Practitioners Board as it launches a new compliance strategy. The TPB is calling on registered ...

IFM Investors return fees to investors

KANIKA SOOD  |  TUESDAY, 4 SEP 2018
... double-digit returns but underperformed, devalued sharply, and ultimately sold at a premium, generating 7.2% in annual returns.

Boutique manager to launch LIC

KANIKA SOOD  |  MONDAY, 3 SEP 2018
... is set to launch a listed investment company based on an in-house strategy that has delivered 57.2% in compound annual returns in the last three years. Tribeca Investment Partners is aiming to raise up to $250 million for its new LIC in an initial public ...

Super assets hit new record

STEPHEN FAY, DARREN SNYDER, KARREN VERGARA  |  THURSDAY, 30 AUG 2018
... conversation, attacking a myth that so-called 'sub scale' funds are somehow unsustainable. First Super reported annual returns of 10.68% in its Balanced (default) option, 11.9% in Growth, and 13.91% in Shares Plus. "The big funds, some regulators and ...

Balanced portfolios better than chasing winners: Research

HARRISON WORLEY  |  FRIDAY, 6 JUL 2018
... stark contrast to multi-asset portfolios - a more consistent positive performer. After conducting analysis of the annual returns of each asset class, Russell said Australian investors who chased the previous year's top performing asset class would have ...

Better than bonds: A new approach to lifecycle investment

KANIKA SOOD  |  WEDNESDAY, 16 MAY 2018
... which could yield impressive results: 18% higher annual income, 30% higher end savings for retired members, and 1% annual returns over classic lifecycle strategies. "These are not small improvements and demonstrate the compounding benefits of executing ...

Hunter Hall veteran launches new business

ALEX BURKE  |  MONDAY, 5 MAR 2018
... Interactive (then US$14, now US$110 excluding dividends). His new firm, Andaz Private Investments, will target annual returns of 25 to 30%, similar to the compound annual returns generated during his tenure at Hunter Hall. Andaz will not use unit trusts ...

ATO toasts the "SMSF class of 2012"

ALEX BURKE  |  FRIDAY, 19 JAN 2018
... that came into effect from 1 July 2017." "We have therefore decided to extend the lodgement date for 2016-17 SMSF annual returns so that SMSF trustees and their advisers can focus on these important matters," he said.

Trusted advice solves investor confusion: Research

EMMA RAPAPORT  |  WEDNESDAY, 27 SEP 2017
... Global Asset Management found Australian investors say they prefer safety over performance yet have expectations of annual returns of 9.6% above inflation, without taking on extra risk. "Australian investors say that they expect annual returns of 9.6% ...

SMSF software demand surges

KARREN VERGARA  |  THURSDAY, 6 JUL 2017
... accounts in the last three months alone despite an ATO decision deferring the mid-May lodgment deadline for SMSF annual returns to the end of June. This has delayed the loading of some portfolios in the system because practices typically wait until the ...