SMSF

Policy & Regulation

ASIC cancels registrations of 10 SMSF auditors

ASIC has cancelled the registration of 10 auditors of self-managed superannuation funds who failed to lodge their annual statements....

Tools & guides

Keeping an SMSF investment strategy on track

There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy...

Financial planning

Where does the solution to SoAs lie?

The solution to the complex and time-consuming Statements of Advice (SoA) lies somewhere between a one-page letter, as prescribed for accountants, and what exists today, ...

Superannuation

SMSF Association collaborates on improving rollover standards

The introduction of standards has failed to prevent delays when rolling over funds from APRA-regulated funds to self-managed superannuation funds, according to the SMSF A...

Superannuation

RIC to set good retirement strategy practice

The Retirement Income Covenant (RIC) may set a benchmark when it comes to what is good practice for retirement strategy without diminishing the value offered by financial...

Funds management

Strong growth of crypto in SMSFs

Cryptocurrency is being embraced by older investors with holdings in self-managed super funds rising by 74% in one year, according to BTC Markets, and the largest client ...

Superannuation

The mega SMSFs holding millions in assets

While many struggle with low superannuation balances, there is one self-managed super fund with more than $544 million in assets, according to Australian Taxation Office ...

Expert Analysis

Using digital assets within an SMSF

Angus Crennan explains how self-managed superannuation funds can benefit from holding those assets which offer a perfectly negative correlation....

Superannuation

2022: the year of change for SMSFs

The Self-Managed Superannuation Fund Association deputy chief executive, Peter Burgess, has laid out exactly what changes advisers should be paying attention to in the SM...

Financial planning

SMSF Association proposes advice pathway alternative

The SMSF Association said recent bipartisan support for a 10-year adviser experience pathway did not meet the “original policy intent of enhancing professional standards”...

Superannuation

SMSF residency requirement enquiries on the rise

More self-managed super fund trustees are using the Australian Taxation Office’s new ‘six-member’ rule to meet residency requirements following disruptions to internation...

Superannuation

SMSFs need to look outside the box to find better investment options

Self-managed super funds trustees are looking at new investment options such as listed and unlisted trusts, managed investments and private real estate debt, according to...

Superannuation

Specialist advisers critical in preventing scams

Self-managed super fund specialist advisers may play a critical role in assisting investors how to avoid cybercrime and investment scams, according to the SMSF Associatio...

Financial planning

COVID-19 resurgence still top concern for financial advisers

COVID-19 continued to be top of mind for advisers and their clients in the September quarter, according to BT Financial Group....

SMSF

SMSF wind-ups drop off in FY21

There were around 13,000 fewer wind-ups of self-managed super funds in FY21 than in the previous year with the number falling to just over 2,000, according to the Austral...