Search Results | Showing 1 - 10 of 13 results for "SMSF Report" |
| | | ... expertise on regulation changes and investments. This is according to the latest Vanguard and Investment Trends 2023 SMSF Report, which found that 160,000 trustees currently use the service of a financial adviser, up from 155,000 year on year. Looking ... |
| | | | ... Partners event in Sydney, the SMSFA chief also took aim at FASEA and the ATO. Maroney said the figures used in ASIC's SMSF report were of great concern. "We took issue with some of the figures that ASIC included in the fact sheet because they were ... |
| | | | ... financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report, which found the number of SMSFs have skyrocketed disproportionately to the financial advice rendered to this cohort between ... |
| | | | ... from Commonwealth Bank and the SMSF Association demonstrates an increased need for SMSF specialists. The CommBank SMSF Report reveals a valuable opportunity for advisers, with 50% of advised and 59% of unadvised SMSFs wanting more support in managing ... |
| | | | ... held less than the $200,000 soft benchmark recommended by ASIC. The latest Financial Services Council (FSC) and UBS SMSF report shows that 19% of the 601 funds surveyed hold less than $99,999, while a further 13% hold between $100,000 and $199,999. According ... |
| | | | ... SMSF growth rate since the introduction of the Simpler Super Reforms in 2008. The Vanguard and Investment Trends 2015 SMSF report attributed the slowdown to "fewer people leaving traditional superannuation funds as a result of perceived negative performance." ... |
| | | | Investors' appetite for industrial property, especially from the self-managed super segment, is ahead of expectations, inflows into one property fund manager's specialist product indicate. Charter Hall has announced that it has closed its Direct Industrial ... |
| | | | A report commissioned by the Australian Securities and Investment Commission (ASIC) into the cost of self-managed superannuation funds (SMSF) has been misinterpreted. The report, 'Cost of Operating SMSFs', which was prepared by Rice Warner Actuaries ... |
| | | | Macquarie Bank has introduced online access to 10 years worth of historic cash management account statements to support the growing SMSF market. Driven by feedback from stakeholders, the historic CMA statements are secured within the bank's online portal ... |
| | | | ... Super Fund Professionals Association of Australia (SPAA) and Russell Investments today launched the second annual SMSF report which revealed a focus among trustees on risk reduction and increased interest in SMSFs among a younger demographic. The new ... |
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