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Showing 1 - 9 of 9 results for "SMSF holders"

ETFs are coming-of-age

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
... strong with 43% of financial advisers currently recommending ETFs and 26% intending to do so in the future. Amongst SMSF holders, 38% of all ETF investors hold ETFs via their SMSF, with 72% of investors citing 'diversification', 'access to overseas markets ...

SMSF satisfaction belies uncertainty

ALEX BURKE  |  FRIDAY, 16 DEC 2016
Even if 75% of SMSF holders report being satisfied with their fund choice, a new UBS/FSC report suggests a lot of uncertainty in the sector about retirement adequacy and government policy. The report is based on a survey conducted by KREAB Research ...

ASFA wary about SMSF property schemes

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
... ensure professionals working in this area are licensed appropriately." "It's essential that the investment decisions SMSF holders make are on good quality advice and with a long-term, strategic approach," she added. industry best practice.

Generation Y busts SMSF age myth

JAMES FERNYHOUGH  |  TUESDAY, 23 JUL 2013
... more young people getting on the bandwagon, they remain comparatively wealthy. The average net worth of newly set-up SMSF holders is $457,246, excluding the family home. The assets of those who intend to set one up soon are on average $292,153. The study ...

Trustees warned about unintentional SMSF contributions

JAMES FERNYHOUGH  |  FRIDAY, 21 JUN 2013
... of the fund. However, exact timing can vary depending upon the nature of the contribution being made. Harley said SMSF holders should be particularly wary of unintentional contributions, which can affect compliance and contribution caps. Examples of ...

BGL to provide automated property data for SMSFs

LAURA MILLAN  |  TUESDAY, 16 APR 2013
... group RP Data to provide automated property data to self-managed superannuation funds (SMSF) and their advisers. SMSF holders and financial planners will be able to access a number of administration solutions that provide property valuations, complete ...

Wills are not enough for SMSF legacy

LAURA MILLAN  |  FRIDAY, 12 APR 2013
... the people its intended for. According to TAG Partners director Michelle Griffiths a binding beneficiary form where SMSF holders specify exactly who will replace them as trustees of the fund once they die may be enough. "With a binding beneficiary form ...

Planners must boost SMSF specialisation: SPAA

ALICE URIBE  |  THURSDAY, 11 APR 2013
... Hermens said that not only was the average age of trustees getting lower, but there was a reduction in the income of SMSF holders. "The average income of 67% of new trustees is less than $80, 000 a year and 55% of those are earning under $60,000. The ...

SMAs to turbocharge SMSFs

MICHELLE BALTAZAR  |  TUESDAY, 15 DEC 2009
... managed funds and a host of other financial assets but the SMA itself doesn't have the compliance admin built-in. SMSF holders then use a separate accounting software that does all the super-related compliance for the SMAs and other SMSF-related legislation. ...
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