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SMSF

Funds management

The ex-director of Astarra AM has been banned for life after contributing to the collapse of Trio Capital by failing to comply with financial services law. ...

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

MLC's Mansi Desai explains how small business owners could transfer a business real property into their SMSF and benefit from various CGT concessions. ...

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

AMP’s decision to tap into the SMSF space created quite a buzz in the industry. Paul Sainsbury explains the decision was only logical, outlining a few factors financial p...

Superannuation

Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...

Financial planning

Macquarie has launched an SMSF toolkit to improve client engagement and support advisers in managing their clients’ SMSFs....

Financial planning

SMSF administration company superMate has launched an additional feature to its cloud-based software platform — an automated depreciation schedule feature....

Superannuation

SPAA points to new ATO directive options for SMSFs....

Superannuation

New research released at SPAA conference suggests SMSF trustees need adviser help on investment allocation....

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...

Financial planning

Perpetual and software provider DomaCom have entered into an agreement which will see Perpetual act as responsible entity and custodian to DomaCom’s new SMSF platform....

Accounting

With the limited licensing regime for accountants set to begin on 1 July this year, SMSF specialists are weighing up their options....

Superannuation

AMP SMSF's Philip LaGreca examines the pros and cons of using either corporate or individual SMSF trustees....

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