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Showing 921 - 930 of 1383 results for "SMSFs"

Xpress Super adds direct property to SMSF platform

JAMES FERNYHOUGH  |  TUESDAY, 27 AUG 2013
... other asset class." These figures differ markedly from research by Investment Trends. According to the latter, in April 2013 SMSFs had 13% of their investments in property - including direct investments, REITs and LPTs. The research shows a steady fall ...

Super assets hit $1.6 trillion, investment returns at 4-year high

ALEX DUNNIN  |  THURSDAY, 22 AUG 2013
... faster as they climbed 21% during the financial year, far outstripping the 15.4% growth in self-managed superannuation funds (SMSFs), the 15.3% growth in public sector funds, the 13.7% growth in retail funds and the 10.0% growth in corporate funds. The ...

Abbott's PPL scheme to cost retirees $1.6 billion in hidden tax

JAMES FERNYHOUGH  |  THURSDAY, 22 AUG 2013
... this will mean that they will miss out on tax refunds. As direct investors in shares, self-managed superannuation funds (SMSFs) will be significantly affected by this levy. While the tax is levied by esoteric means - and is quite possibly unintentional ...

Wealthtrac steps up SMSF campaign

JAMES FERNYHOUGH  |  THURSDAY, 22 AUG 2013
... accountants and financial advisers. He has also worked at BT Funds Management and Perpetual Funds Management. "The growth in SMSFs over the past decade has been phenomenal," Wealthtrac chief executive Matthew Johnson said. "Today more and more people ...

Direct investment option key to retain fund members

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
... option if available," CoreData head of Advice, Wealth and Super, Salvador Saiz, said. "In the battle to combat the leakage to SMSFs, the study does indicate that DIOs could be key, with more than half of those likely to establish or set up an SMSF indicating ...

Mason Stevens opens top Magellan fund to managed accounts

MARK SMITH  |  WEDNESDAY, 21 AUG 2013
... structure a little over 18 months ago, where prior to this only domestic equities were available. "Investors, particularity SMSFs, want greater visibility of their investments and managed accounts provide this. Through our managed account service, advisers ...

FIIG targets SMSFs with low-limit corporate bond

JAMES FERNYHOUGH  |  MONDAY, 19 AUG 2013
... Australian standard at $500,000. A small and relatively inaccessible bond market in Australia has seen private investors and SMSFs allocating globally anomalous amounts to cash and term deposits. According to research by Investment Trends, in April this ...

SMSF contributions down 25%, AMP survey finds

JAMES FERNYHOUGH  |  MONDAY, 19 AUG 2013
... Investment Patterns Survey June 2013. Multiport, an SMSF administrator and subsidiary of AMP, surveyed 1,950 of its client SMSFs. It found that the average contribution in FY 2013 was $35,200, compared with $47,500 in FY 2012. "This significant decline ...

Cash love affair continues despite falling rates

JAMES FERNYHOUGH  |  FRIDAY, 16 AUG 2013
... Australian investors are, for whatever reason, wedded to cash. This is particularly true of self-managed superannuation funds (SMSFs), which as of April 2013 had 26% - or $140 billion - invested in cash. This huge assignment to cash is a global anomaly. ...

Next wave of SMSF growth fuelled by Gen Y

MARK SMITH  |  TUESDAY, 13 AUG 2013