The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 10 of 12 results for "SMSF Returns"

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON | THURSDAY, 12 MAR 2026

... While APRA funds outperform SMSFs at the median, stronger upper-tail outcomes in the SMSF sector often lift average SMSF returns above their institutional counterparts," he said. "Our data suggest that a majority of SMSFs achieve performance outcomes ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI | WEDNESDAY, 19 FEB 2025

... to 6.4% in the median rate of return. "The research found financial advisers play an important role in bolstering SMSF returns and helping trustees to avoid investment mistakes," SMSFA chief executive Peter Burgess noted of the findings. EDITOR'S ...

ATO underestimates SMSF performance: Report

CHLOE WALKER | WEDNESDAY, 16 FEB 2022

... is really significant point of strength for the work that we've done," he said. "One of our findings is that SMSF returns displayed greater variation, and they have a high propensity to outperform and some of them have a propensity to underperform ...

SMSF returns not accurate in Productivity Commission report

KANIKA SOOD | MONDAY, 21 JAN 2019

... In July last year, Class made a submission to the PC saying APRA and ATO used different methodologies to calculate SMSF returns - as a result, the ATO's returns for the sector were systematically understated, the SMSF provider argued. These suggestions ...

Advisers failing to submit SMSF returns

DARREN SNYDER | TUESDAY, 11 DEC 2018

More than 2700 tax practitioners, who are also trustees of their self-managed superannuation fund, have outstanding SMSF annual returns. This latest figure comes from the Tax Practitioners Board as it launches a new compliance strategy. The TPB is calling ...

SMSFA slams PC draft findings

KARREN VERGARA | WEDNESDAY, 25 JUL 2018

... and advice costs that vary considerably to the costs incurred by APRA-regulated funds, in the process distorting SMSF returns, especially for new and lower balance funds," George said. The SMSF cost-effectiveness debate must extend beyond a mere analysis ...

Class streamlines investment solution

KARREN VERGARA | FRIDAY, 15 JUN 2018

... financial year approaches, Class warned advisers and accountants not to overlook the "double-whammy deadline" for both SMSF Returns and the start of Transfer Balance Account Reporting (TBAR). Despite the extension to SMSF annual return lodgement granted ...

ATO toasts the "SMSF class of 2012"

ALEX BURKE | FRIDAY, 19 JAN 2018

... of the annual SMSF statistics, the ATO also announced that it was extending the due date for lodgement of annual SMSF returns for 2016-17 to June 30. ATO deputy commissioner James O'Halloran explained the decision, citing "some major new considerations ...

ATO pushes back SMSF returns deadline

KARREN VERGARA | MONDAY, 15 MAY 2017

The Australian Tax Office is extending its self-managed superannuation fund annual returns date for the 2015-16 reporting period to 30 June 2017. The superannuation reform, taking effect on July 1, is proving to be a "crucial transition" period for ...

SMSF trustees remain prudent investors

DARREN SNYDER | WEDNESDAY, 2 NOV 2016

... Association head of technical Peter Hogan said ATO statistics show that in four of the eight years from 2007 to 2014, SMSF returns outperformed all other alternative superannuation arrangements. "Although in recent times, the predominant asset allocation ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI | 12:42PM

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI | 12:34PM

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI | 12:17PM

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA | 12:29PM

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

Follow the leaders

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

The market has changed. The opportunity hasn't.

Maintaining a fundamental focus in a world obsessed with the short term

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Strength amid noise

A guaranteed future

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE