SMSF TRUSTEES
Financial planning
IOOF has partnered with Zurich Australia Limited to launch a new product targeted at SMSF clients....
Superannuation
When moving beyond ongoing high allocation to cash and fixed income, trustees of self-managed superannuation funds (SMSFs) should consider the benefits of diversifying in...
Superannuation
Concern that SMSF trustees do not have sufficient knowledge to diversify their portfolios....
Superannuation
MLC’s Jessica Silva outlines situations where another person can or must act as an SMSF trustee for a person who is unable to do so themselves....
Superannuation
SMSFs now have to consider the need to hold insurance cover for their members. Michael Hallinan outlines the practical implications of this change and the issues trustees...
Superannuation
SPAA points to new ATO directive options for SMSFs....
Funds management
A Multiport survey has found falling interest rates in recent months have resulted in SMSFs slightly decreasing their cash holdings in favour of fixed income and direct p...
Superannuation
New research released at SPAA conference suggests SMSF trustees need adviser help on investment allocation....
Superannuation
The latest data from the Australian Taxation Office appears to have confirmed that SMSFs remain the fastest-growing segment of the superannuation sector....
Superannuation
A recent NSW Supreme Court case highlights the importance of appropriate trustee combinations as well as strategic mechanisms that assist when trustees don’t agree, accor...
Superannuation
In a draft exposure for self-managed super funds (SMSF) related party transfers, the Association of Superannuation Funds of Australia (ASFA) has urged Treasury to conside...
Superannuation
Super Concepts' Nicholas Ali provides tips on how to buy property in an SMSF without breaking the law....
Superannuation
In the wake of APRA's warning that loans to SMSFs are more complex than those in a traditional retail environment, Craig Morgan, director of SMSF Loans, has voiced his di...
Superannuation
Is 2013 the year of election "super" promises - or has the landscape changed forever? Aaron Dunn writes....
Accounting
Superannuation body warns of implications flowing from accountants, real estate agents, mortgage brokers and lawyers around SMSFs and property....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...