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Showing 71 - 80 of 1408 results for "SMSFs"

Investments, advice complaints jump 18%

KARREN VERGARA  |  WEDNESDAY, 23 JUL 2025
... (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 ...

Padua Solutions buys up data provider

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... 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 ...

Superannuation is Australia's 'productivity engine': ASFA

MATTHEW WAI  |  MONDAY, 14 JUL 2025
... 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 ...

Most traded stocks in the first half of the year revealed

MATTHEW WAI  |  THURSDAY, 10 JUL 2025
... 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 ...

APRA expects 'no cutting corners' with CPS230

KARREN VERGARA  |  TUESDAY, 1 JUL 2025
... 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 ...

SMSFs' risk appetite to change under Division 296: Wilson

MATTHEW WAI  |  MONDAY, 30 JUN 2025
... 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" ...

Betashares gearing up to expand Wealth Builder product suite

ANDREW MCKEAN  |  WEDNESDAY, 25 JUN 2025
... 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 ...

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... 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 ...

New SMSF industry body launches

KARREN VERGARA  |  THURSDAY, 19 JUN 2025
... 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 ...

ASIC takes action on Australian Fiduciaries

KARREN VERGARA  |  MONDAY, 16 JUN 2025
... 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. ...