Search Results | Showing 1 - 10 of 87 results for "APRA fund" |
| | | 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 ... |
| | | | ... 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 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) ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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. |
| | | | 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 ... |
| | | | ... (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 ... |
| | | | 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 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 ... |
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