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Showing 1 - 10 of 307 results for "SMSF trustees"

Digital asset adoption in SMSFs not a surprise: Burgess

MATTHEW WAI  |  THURSDAY, 7 MAY 2026
... structural transformation of Australian retirement savings report, which surveyed some 820 investors, including SMSF trustees with and without crypto investments, and crypto investors with and without SMSFs, indicated almost half (46%) of trustees holding ...

AMP to relaunch SMSF property lending solution

MATTHEW WAI  |  TUESDAY, 27 JAN 2026
... That tension is driving demand for solutions that offer more control, flexibility and confidence," O'Malley said. "SMSF trustees want to retire on their terms - but without the right structure and support, those decisions can become harder. SuperEdge ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... First Guardian Master Fund as the "worst-case scenario" for switching superannuation funds based on bad advice. "SMSF trustees should be aware of the associated costs, responsibilities and risks. People who move their super from an APRA-regulated fund ...

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience, an SMSF is still regarded as a retail investor if the fund's asset base is below ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
Trustees of newly established self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
... they must maintain a level playing field for all advice providers - including the many small businesses serving SMSF trustees," Burgess said. "The Association is concerned about the proposed collective charging model that allows large superannuation ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... revealing that SMSFs generally outperform industry funds over a longer period. The study also demonstrated advised SMSF trustees tend to outperform their non-advised counterparts by 7.6% compared to 6.4% in the median rate of return. "The research found ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... advised SMSFs (7.6%) tended to outperform non-advised funds (6.4%) in the same period. "The results indicate that SMSF trustees who received financial advice are associated with funds that reported materially higher investment returns in 2022-23," Mihaylov ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... longevity protection as a "bigger part" of the SMSF advisory package. She did however raise a crucial struggle for SMSF trustees, advisers and accountants, stating that the ongoing changes to ATO processes have proven to be relatively challenging. "Compliance ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... continue to signal the opportunities that financial advisers have in delivering advice that is suited to the needs of SMSF trustees," said Vanguard Australia chief of personal investor Renae Smith. "It's been a longstanding view of Vanguard's that advice ...
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