Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 87 results for "APRA fund"

APRA funding levy rises to $253m

KARREN VERGARA  |  TUESDAY, 26 MAY 2026
APRA's funding levy will rise by 4.2% to $253.3 million for the 2027 financial year, Treasury estimates show, with superannuation funds expected to cover one third of this charge. Split across the sectors it regulates, APRA apportioned $81.2 million ...

Digital asset adoption in SMSFs not a surprise: Burgess

MATTHEW WAI  |  THURSDAY, 7 MAY 2026
... appreciation initially but diversify their portfolio down the track. Additionally, many would still have super in their APRA fund, utilising the SMSF as a broader "super diversification strategy". "We know when they first set up their fund, they can ...

Treasury opens Div 296 tax regulation consultation

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
Treasury has laid out its proposed taxation regulations surrounding the new Division 296 superannuation tax and is seeking industry feedback. In its next step since the passage of the Treasury Laws Amendment (Building a Stronger and Fairer Super System) ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
Exchange-traded funds (ETFs) are quickly becoming a dominant feature of self-managed super funds, with financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised ...

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
... majority of SMSFs achieve performance outcomes that are either comparable to, or exceed, the performance of a typical APRA fund. However, we also consistently find a smaller cohort of SMSFs that need help, both in the way they allocate their assets and ...

UGC's AFCA membership to cease

KARREN VERGARA  |  MONDAY, 7 APR 2025
... the advice to be inappropriate, under the counterfactual scenario AFCA would compare the performance of the original APRA fund to the actual performance of the SMSF investment to calculate the loss," they said.

APRA levy to cost $243m in FY26

KARREN VERGARA  |  FRIDAY, 28 MAR 2025
The total cost to keep APRA's enforcement activity going is set to be $243 million in the 2026 financial year, with the superannuation industry taking up about 30% of this amount. Super funds have been allocated $72.9 million to fund APRA's operations ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... (9.3%), while the bottom quartile of SMSFs underperformed, achieving maximum RORs of only 1.6% versus 8% for the lowest APRA fund quartile. University of Adelaide senior lecturer in finance George Mihaylov, who led the research, said the difference between ...

Equity Trustees completes AET integration

ELIZA BAVIN  |  THURSDAY, 5 DEC 2024
EQT Holdings Limited (Equity Trustees) has completed the integration of Australian Executor Trustees Limited (AET). The completion was marked by the conclusion of the Transition Service Agreement that Equity Trustees had in place with Insignia Financial ...

EQT updates on Australian Executor Trustees acquisition

ELIZA BAVIN  |  THURSDAY, 6 JUN 2024
EQT Holdings has confirmed it has completed of one of two key strategies to achieve synergies when it acquired Australian Executor Trustees (AET). At the time of acquisition, Equity Trustees announced its intention to exit the AET platform business ...
PAGE:
1
PREVIOUS
NEXT