Search Results | Showing 51 - 60 of 1381 results for "SMSFs" |
| | | ... 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 ... |
| | | | ... Australia, a role she assumed in early 2025. The council, which comprises 12 experts in the fields of accounting, auditing, SMSFs and fintech, held its first sitting at the Digital Economy Conference this week. The SMSF Innovation Council also includes ... |
| | | | ... investment schemes run by Australian Fiduciaries since February 2020, predominantly through their self-managed super funds (SMSFs). Australian Fiduciaries offers the Global Diversified Alpha Fund, Global All Seasons Fund and Global Multi-Strategy Fund. ... |
| | | | ... funds continued their retreat, shedding $10.3 billion, according to the prudential regulator. Self-managed super funds (SMSFs), meanwhile, banked $26.1 billion, as of 31 March 2025. Industry funds command $1.49 trillion, retail funds hold $798.3 billion ... |
| | | | Trustees of newly established self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups ... |
| | | | ... their market share rising by 1.8% - from 38.2% to 40%. Industry fund growth came at the expense of self-managed super funds (SMSFs), which shrank from 24.5% to 22.7%. Over the past five years, industry funds have "gained significant momentum," KPMG said ... |
| | | | ... she is alleged to have stolen more than $4.1 million from clients, most of which were receiving advice related to their SMSFs. After Ballast revoked Pearson's authorisation, she moved to New Zealand and voluntarily came back to face ASIC in 2015. ... |
| | | | ... Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs). A statement from Police NSW said officers began an investigation after five individuals reported unauthorised access to ... |
| | | | ... challenging." Other recommendations include: Consulting with the SMSF industry to clarify whether the regime suits the purpose of SMSFs. Extending the window for contributions to be processed and received by super funds from seven calendar days to 10 ... |
| | | | ... financial advisers who provided template advice to clients to roll over their superannuation into self-managed super funds (SMSFs) and use those funds to purchase property through a related entity, Equiti Property. The Federal Court found that advice ... |
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