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Showing 1 - 10 of 53 results for "University of Adelaide"

Webull launches SMSF account offering

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
... retail funds after expenses and tax. The SMSF Association, however, which commissioned research from the University of Adelaide, begged to differ. Its research found that SMSFs with a diversified asset allocation see improved investment performance compared ...

University endowment mandates Osmosis

JAMIE WILLIAMSON  |  TUESDAY, 1 APR 2025
The University of Adelaide Endowment Fund has invested with Osmosis via its Ex-Fossil Fuels Strategy. The University of Adelaide is now one of several endowment funds to place money in the Osmosis strategy, the Resource Efficient Core Equity ex-Fossil ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... SMSFs underperformed, achieving maximum RORs of only 1.6% versus 8% for the lowest APRA fund quartile. University of Adelaide senior lecturer in finance George Mihaylov, who led the research, said the difference between small and large SMSFs have consistently ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... presence, where she has helped build a strong and growing pool of South Australian clients. These include the University of Adelaide, Return to Work SA and Perks Private Wealth. Purkis has risen quickly through the ranks having joined Frontier as an ...

Superannuation fund returns underperformed SMSFs: Research

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
... superannuation funds lagged self-managed super funds (SMSFs) by 4.1% in the 2021-22 financial year, according to the University of Adelaide. During this period, while the S&P/ASX 200 index declined by more than 10%, the median SMSF decreased by only ...

SMSF Association blasts 'highly questionable' ASFA research

ANDREW MCKEAN  |  MONDAY, 11 DEC 2023
... of SMSFs." Although the exact number of farming properties held in SMSFs is unavailable, research by the University of Adelaide commissioned by the association shows that this proposed tax could have a negative impact on up to 50,000 SMSF members, with ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... According to a recent report conducted by the International Centre for Financial Services (ICFS) at the University of Adelaide and commissioned by the SMSF Association (SMSFA), it is expected that members whose additional tax liability averages over ...

SMSFs weather market storms: Report

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
A joint research venture between the SMSF Association and the University of Adelaide's International Centre for Financial Services (ICFS) has found SMSFs outperformed the APRA-regulated fund sector during the 2020 market contraction but underperformed ...

Frontier named asset advisor to university

CASSANDRA BALDINI  |  TUESDAY, 21 FEB 2023
Frontier Advisors has been picked by the University of Adelaide to be its independent asset advisor. Following the appointment, Frontier will work on the strategy, structure, and monitoring of the university's endowment fund. The fund is used to finance ...

New research backs diversified SMSF portfolios

CHLOE WALKER  |  THURSDAY, 21 APR 2022
New research conducted by the SMSF Association and the University of Adelaide confirms self-managed super funds (SMSFs) that have diversified investment portfolios outperform those that do not. The research, based on financial statement data from over ...
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