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According to the Vanguard/Investment Trends research, overall satisfaction with financial planners had increased slightly since last year from a composite score of 69% to 71%, particularly when it came to tax advice or technical expertise. But the number of SMSFs using a financial planner had dropped from 185,000 in 2020 to 160,000 in 2021. This meant an increase of the number of SMSFs who did not have a planner but had unmet needs (220,000 to 245,000). The number of SMSFs who did not use a planner and did not have unmet advice needs dropped from 105,000 to 100,000. Irene Guiamatsia, Investment Trends head of research, said trustees were open to using an adviser because they were still not comfortable making decisions themselves or would like a second opinion.
SMSF trustees turn to risk in low-yield environment smsfadviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from smsfadviser.com Daily Mail and Mail on Sunday newspapers.
Changes to super will crack down on underperformers choice.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from choice.com.au Daily Mail and Mail on Sunday newspapers.
The proliferation of retail investors entering the market during the COVID-19 induced downturn has highlighted the value that can be demonstrated by seeking financial advice, writes Robin Bowerman.
Murder mystery part of “radio hour” fundraiser In an unusual mix of eras and technologies born out of pandemic necessity, the theatrical fundraiser for the West Falmouth Library this year will be a 1940s radio play that uses 2021 Zoom virtual capabilities. The library and writer/director Lisa Jo Rudy’s Not My Monkeys company will present “The Music and Murder Radio Hour,” a nostalgic virtual variety show featuring “vintage” ads, musical acts and a murder mystery/comedy. Not able to gather in person for the fundraising party this year, Rudy reached out to local actors and got more than two dozen to participate via Zoom and video for a one-hour online presentation with two showings.
Police probe bond scam as HSBC, Vanguard, PIMCO are hijacked Share NSW police are investigating a fraud scheme that dupes investors with fake high-yield bond prospectuses after young investors have had their hard-earned savings wiped out. Unwitting consumers were lured by the promise of high-yield funds badged by the finance world’s most trusted brands, in a scam revealed by The Australian Financial Review in early March. A fake high-yield bond prospectus claiming to represent PIMCO. The complex British scam has widened its identity theft to global financial brands HSBC, Vanguard and PIMCO. It further ensnares new victims despite ongoing investigations by local authorities.
Focus on super 'frustrating': panel moneymanagement.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymanagement.com.au Daily Mail and Mail on Sunday newspapers.
Focus on super 'frustrating': panel | Money Management moneymanagement.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymanagement.com.au Daily Mail and Mail on Sunday newspapers.