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Showing 81 - 90 of 1807 results for "Managed Super"

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
Generation X and Millennials collectively drove about 85% of new self-managed superannuation fund (SMSF) establishments for the six months to 31 December 2024, according to a new report from Class. The total value of the net assets administered on Class ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
New research shows that self-managed superannuation funds (SMSFs) outperformed APRA-regulated funds by 1.2 percentage points per annum in the five years to June 2023. According to research from the University of Adelaide's International Centre for ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... consumers withdraw their superannuation savings from a regulated fund and invest them, sometimes via an SMSF (self-managed super fund), into a high-risk property scheme or some other high-risk investment." ASIC will focus more effort on reviewing client ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... clients] might have started a business, sometimes multiple businesses, and they might have some trusts or a self-managed super fund, or not," she told Financial Standard. "The business owners don't always have a great deal of experience with superannuation ...

Victorian SMSF auditor fails to overturn disqualification

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
A Victorian-based self-managed superannuation fund (SMSF) auditor will remain disqualified after he failed to overturn ASIC's initial verdict. ASIC originally disqualified Nazrul Islam, of Clayton South in Victoria, from being an approved SMSF auditor ...

Chalmers' claims on super tax are 'misleading': SMSFA

MATTHEW WAI  |  FRIDAY, 24 JAN 2025
... fairness and transparency." Further, Burgess was also dissatisfied with the Treasurer's claim that, by law, self-managed super funds (SMSFs) are to maintain liquidity to meet their tax obligations. "While it is standard for laws to require liquidity ...

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA  |  FRIDAY, 6 DEC 2024
... perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found. The Parliamentary Joint Committee on Corporations ...

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... entities - like insurance and superannuation - and will not be able to advise on more complex topics, like self-managed super funds or managed investment schemes. A blacklist will be prescribed in the regulations, Treasury said. It is hoped creating ...

Illegal investment scheme operator to pay $1.25m

ELIZA BAVIN  |  THURSDAY, 28 NOV 2024
The Federal Court has ordered Sasha Hopkins to pay $1.25 million and be disqualified for four years, in proceedings brought by ASIC. The court also ordered that The A Team Property Group, five of the investment schemes and associated companies be wound ...

Ausbil to launch inaugural ETF

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2024
Ausbil Investment Management is set to launch its inaugural exchange-traded fund, bringing its Active Dividend Income strategy in the first half of 2025. Ausbil said the strategy has proven popular among investors, contributing to significant growth ...