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Showing 1 - 10 of 16 results for "SMSF funds"

ATO eyes SMSF illegal early access

KARREN VERGARA  |  THURSDAY, 28 AUG 2025
... intervention. "We've seen an upward trend in accessing super early and our focus remains on those who illegally access SMSF funds. It's important you don't fall victim to the temptation of illegal early access schemes. The consequences can include ...

BT Panorama sees SMSF growth

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
BT has seen the SMSF funds under administration on its Panorama platform soar. According to its latest update, SMSF FUA on the platform sits at $26 billion as of March end. It's more than doubled year on year, having sat at $11.93 billion in March 2021. ...

Industry funds pulled back to the pack

HARRISON WORLEY  |  TUESDAY, 19 MAY 2020
... industry super. Across 2018-19, NFP funds received 64% of contributions, compared to just 12% for SMSFs. And while SMSF funds under management outweigh industry funds, not-for-profit funds still dominate, with double the funds under management of SMSFs. ...

Permanent ban follows alleged SMSF theft

HARRISON WORLEY  |  WEDNESDAY, 5 FEB 2020
A Sydney-based financial adviser has been permanently banned for allegedly transferring client SMSF funds to the trust account of a business she controlled. ASIC has permanently banned Sydney adviser Tram Tran, after it found the funds of her clients ...

Super sector to dominate by 2034

ALLY SELBY  |  MONDAY, 16 DEC 2019
... increase in pension payments as the baby-boomers age and consume their benefits. There will also be a run-off of large SMSF funds as the current older retirees age and withdraw from the segment," Rice Warner said. The research house predicts that funds ...

Former planner charged with dishonesty

HARRISON WORLEY  |  FRIDAY, 30 NOV 2018
ASIC has charged a former financial planner with 13 dishonesty offences, for allegedly transferring SMSF funds to his own businesses. Bradley Grimm - who previously ran the now wound-up Ostrava Equities - allegedly transferred funds from the SMSFs of ...

Global fixed income manager mulls active bond ETFs

HARRISON WORLEY  |  FRIDAY, 1 JUN 2018
... balancing riskier securities with term deposits. Rainmaker analysis of ATO data shows that as at June 2016, 24.75% of SMSF funds were allocated within cash and term deposits. Baird also said that subject to regulatory requirements, Western Asset would ...

Multi-member SMSFs shun risky investments: Research

EMMA RAPAPORT  |  FRIDAY, 22 SEP 2017
... joint report from SuperConcepts and the University of Adelaide's International Centre for Financial Services reveals SMSF funds with more members tend to shun riskier equity markets and invest more heavily in cash, a lower risk asset class and one that ...

SMSFs hurt more than APRA funds in downturn

MARK SMITH  |  MONDAY, 30 NOV 2015
... contribution in the June quarter, industry researcher Rainmaker said. It also indicates poorer relative returns for SMSF funds in the most recent quarter of negative returns in Australian equity markets. "The relative investment performance between segment ...

SMSFs stick with cash and TDs

JAMES FERNYHOUGH  |  THURSDAY, 16 JAN 2014
... increase in inflation risk. According to the Australian Taxation Office (ATO) September quarter 2013 figures, 29.6% of SMSF funds were invested in cash and term deposits. This compares with 30.6% in the June quarter, and 30.3% in the March quarter. However ...
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