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Showing 1 - 10 of 21 results for "SMSF investments"

DASS compensation drags AFCA, lead decision published

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... experiences in that they received inappropriate advice for asset allocation that "was too aggressive" for their SMSF investments and that such advice was conflicted. Further, the document highlights that DASS had "not established that it prioritised ...

SMSF investments reach far and wide

HARRISON WORLEY  |  MONDAY, 4 FEB 2019
Seeking diversification, self-managed superannuation funds are pushing more retirement funds into assets such as marina berths and indigenous artworks. Latest research from SuperConcepts reveals the big ticket items held within SMSFs. Gold and silver ...

Quirky SMSF investments unveiled

KARREN VERGARA  |  WEDNESDAY, 23 JAN 2019
A new report from SuperConcepts unveils some of the most unusual investments held in self-managed superannuation funds, which include ATMs, livestock and frozen horse semen. The SMSF administration and software provider's Investment Patterns Report ...

Leave dividend imputation system as is: Plato

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
... person who owns a home) will be severely affected, he added. Moreover, the policy change can potentially reduce SMSF investments in Australian shares in favour of global equities, property and even cash. "Labor's proposal could also result in SMSFs ...

Younger Australians taking up SMSFs

DARREN SNYDER  |  FRIDAY, 26 AUG 2016
... market. "Indeed SMSFs are three-times more likely to favour commercial over residential property, albeit 3% of SMSF investments are funded through non-recourse borrowings," the report said. While SMSFs have become popular in recent years, increasing ...

Volatility driving SMSF diversification

KERRIE SYDEE  |  TUESDAY, 12 APR 2016
... confidence as an underlying driver of portfolio change. The time spent by trustees researching and selecting their SMSF investments was also down in 2016, falling to an average of 3.4 hours a month, a decline of 8% compared to 2015. AMP Capital head ...

PROFILE: J.P. Morgan head of Australia funds David Hallifax

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... would now be called self-managed superannuation funds. He was responsible for implementation and maintenance of SMSF investments, and enjoyed the position because it was "more involved across the whole investment spectrum." It also gave him an opportunity ...

FEATURE: Australia's other love affair

FINANCIAL STANDARD  |  TUESDAY, 12 MAY 2015
... figure confirms the rate has remained steady since. Property investments by SMSFs make up $80.9 billion of all SMSF investments, or 15.22% of their total assets. Residential property constitutes 3.5% of total SMSF investments and 0.39% of the total $4.7 ...

AMP targets SMSFs for infrastructure and property funds

JAMES FERNYHOUGH  |  FRIDAY, 28 JUN 2013
... non-residential property. While residential property is a popular investment for SMSF investors, accounting for 17% of all SMSF investments, the majority is in residential property. AMP Capital's director of retail and corporate business Craig Keary ...

BGL extends contract note service to managed funds

MARK SMITH  |  WEDNESDAY, 3 APR 2013
... managing director Ron Lesh. "There is no doubt this will improve efficiency and provide more timely reporting of SMSF investments. Currently clients can wait weeks or months for new managed fund purchases to be included in investment reports - now this ...
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