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Showing 1 - 10 of 81 results for "new SMSF"

SMSFs avoid advisers due to lack of asset-specific support

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
The lack of asset-specific advice is increasing the advice gap for SMSFs in Australia, an expert said at the SMSF Association (SMSFA) Conference. During a panel discussion, Easy Super director Natalia Clack said she understood that financial advisers ...

Advisers lose lead in SMSF establishments: Panel

KARREN VERGARA  |  WEDNESDAY, 18 FEB 2026
Several forces are fuelling the unprecedented rise in SMSF establishments, and while financial advisers used to be the driving force behind this, they are now getting left behind, according to industry experts - but they can reclaim their lead. New ...

Younger generations drive SMSF sector growth: Class

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
... establishments, reflecting growing engagement with wealth creation and the flexibility SMSFs offer. The average age of new SMSF joiners was 48 years compared to 61.6 years for existing members. The average starting balance for new funds dropped from ...

New SMSF industry body launches

KARREN VERGARA  |  THURSDAY, 19 JUN 2025
The SMSF Innovation Council has launched to provide the SMSF sector with education, advocacy and a best-practice framework to help navigate the digital assets landscape. Chaired by Kate Cooper, the initiative is focused on collaborating and sharing ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups, however, indicates that the broader SMSF population still has significant advice needs. The number of SMSFs using ...

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... interest in SMSFs among younger generations during COVID-19, Baby Boomers returned to make up a stronger proportion of new SMSF accounts, Grant said. Baby Boomers accounted for over 50% of new SMSFs accounts, both advised and self-directed. There was ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
An Islamic financial services provider has launched an Islamic self-managed super fund (SMSF) solution for members of the Australian Muslim community who want to invest in property for their retirement in a way that is compatible with their faith. Meezan ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed investors opening SMSF accounts declined. ...

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
... Conference in Brisbane, Hurley cited new research by Class, which found that Gen X and Millenials represent 74.6% of all new SMSF establishments. What's more, women in the age bracket 35-44 are the biggest movers. She said the research suggests younger ...

Pepper Money launches SMSF loan offering

CASSANDRA BALDINI  |  MONDAY, 23 OCT 2023
... currently on. "This set-and-forget mentality could mean some clients are on a rate without questioning it," he said. "Our new SMSF loan offering now provides mortgage brokers with a super smart approach for existing SMSF clients who aren't getting the ...
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