Search Results | Showing 51 - 60 of 1390 results for "SMSFS" |
| | | ... September 2021 and 11 November 2022 when he allegedly recommended his clients set up self-managed superannuation funds (SMSFs) and invest most of their retirement savings into the funds. ASIC said Rankin failed to act in the best interests of his clients ... |
| | | | ... FAAA is now seeking education providers in estate planning, retirement, money therapy, self-managed superannuation funds (SMSFs), and responsible investing. Applications are open until August 29; the FAAA also welcomes those in other specialised fields ... |
| | | | ... (AFCA), which took in a total of 4193 submissions for the period. There was a whopping 95% rise in complaints involving SMSFs to 1323, comprising one third of complaints in investments and advice. Complaints alleging failure to act in the client's ... |
| | | | ... million over its target. Wealth Data provides insights on advisers, superannuation funds, and self-managed super funds (SMSFs). Following the acquisition, Padua Solutions will receive enhanced wealth insights to enable more effective adviser support ... |
| | | | ... quarter of Australia's capital stock, with 14% through institutional super - climbing to 25% when self-managed super funds (SMSFs) are included - proving the importance of super in lifting productivity in key areas such as enterprises, infrastructure ... |
| | | | ... 2024," he added. Additionally, the statistics recorded the most traded stocks by advised self-managed superannuation funds (SMSFs) with balances over $3 million. The pack focused on a mix of the mining, banking and industrial sectors, coupled with a ... |
| | | | ... an average cost per member of $217. For 14 funds between $10 billion and $50 billion, it was $375 per member. Excluding SMSFs, the average operating cost per super fund member grew from $230 to $237 in the 2024 financial year. Elkins said: "Every dollar ... |
| | | | ... has released a second discussion paper, highlighting some of the potential implications from the tax. The core issue for SMSFs is the taxing of unrealised gains, creating an "enforced shift" in risk appetite, as liquidity becomes a "paramount concern" ... |
| | | | ... Geared ETFs like those in the Wealth Builder range offer a compelling proposition, particularly for self-managed super funds (SMSFs), which can't legally borrow to invest in shares as they can with property. However, SMSFs are permitted to invest in ... |
| | | | ... financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience, an SMSF is still regarded as a retail investor if the fund's ... |
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