SMSFs

Superannuation

Dominant trustees can create issues for SMSFs unless appropriate strategies are put in place....

Policy & Regulation

Financial planners blindsided by Govt changes to FOFA legislation

<b>Latest Edition:</b> The financial planning industry was recently caught off guard by last-minute Government changes to the FOFA legislation. The changes were reportedl...

Superannuation

Superannuation death benefit options for a surviving spouse

Jennifer Brookhouse outlines the options, issues and strategies to consider when paying a superannuation death benefit to a surviving spouse....

Financial planning

Time for financial advisers to embrace structured products?

Neither financial advisers nor investors have been particularly interested in structured products over the past few years and the sector has significantly shrunk since th...

Editorial

Are your clients happy with their superannuation?

Claudine Siou investigates some superannuation benchmarks that will help ensure clients enjoy a comfortable retirement....

Superannuation

SMSF cash holdings up, shares down

Self-managed super funds have increased their cash and fixed interest holdings and significantly reduced their Australian share exposure, according to a Multiport survey....

Financial planning

BGL tips organic growth and Asian expansion

SMSF administrator BGL will likely continue to see rapid growth along with the sector, and has outlined a plan to push into the Asian marketplace through its compliance s...

Superannuation

Going overseas and the use of Enduring Powers of Attorney

When a self-managed superannuation fund (SMSF) member or trustee travels overseas for an extended period, their SMSF could lose the tax concessions it enjoys. Nicholas Al...

Superannuation

Lack of capacity overlooked in SMSFs

Lack of capacity for one or both trustees of an SMSF is a potential problem that needs to be recognised and addressed....

Superannuation

Products needed to meet SMSF objectives

The number of SMSFs continues to grow, but the products available to them remain limited....

Superannuation

BGL attracts 20,000 new funds in third quarter

SMSF administrators BGL attracted around 140 new clients representing roughly 20,000 new SMSFs in the last quarter, according to the firm's managing director Ron Lesh....

Superannuation

Ageing challenge for SMSF sector

The current rapid growth of the self-managed super fund (SMSF) sector may present several challenges when a large number of trustees begin to reach an age where they eith...

Superannuation

How to work with the new SMSF collectible rules

As a result of the Cooper Review, rule changes have been implemented in relation to the requirements for the ownership of collectible and personal use assets by self-mana...