SMSFs

Superannuation

Tougher guidelines for releases to SMSFs

Transfers from major superannuation funds into self-managed superannuation funds (SMSFs) will be subjected to higher levels of scrutiny following moves by the Australian ...

Superannuation

SPAA calls for Budget relief

The Government needs to support Australians who plan on funding their own retirement as a rapidly ageing population threatens to put enormous strain on public coffers, ac...

Superannuation

SMSF reform could spark long-term challenges

Reform to self-managed super funds (SMSF) could cause greater complications in the sector, says Townsend Business & Corporate Lawyers principal Peter Townsend....

Policy & Regulation

No more contributions tax: NIA

The National Institute of Accountants (NIA) has called on the Government to ease requirements on self-managed super funds (SMSFs) and phase out the contributions tax in i...

Editorial

SMSFs and Small APRA Funds must act quickly or lose asset tax exemptions

Time is running out for SMSFs and Small APRA Funds to make moves to retain their asset tax exemption status, writes Alex Durham....

Editorial

Providing financial advice to SMSF trustees

SMSF trustees are an unpredictable bunch, writes Tim Hewson. He sifts through recent research that assessed the attitudes of these independent investors....

Superannuation

SMSFs continue move from cash to shares

Cash holdings fall while equities allocations rise to 42 per cent....

Superannuation

Trauma insurance in SMSFs

Troy Smith discusses the tax implications of holding trauma cover, and receiving payouts for it, in super....

Financial planning

NSW adviser banned

A New South Wales financial adviser has been banned from providing financial services for 10 years for advising his SMSF clients to invest in companies he directed....

Superannuation

Still room for advisers in SMSFs

A desire for greater control over their investments is the main reason cited for establishing a self-managed superannuation fund (SMSF), although there is still a demand ...

Superannuation

SMSFs and retail funds top super growth

The latest APRA data has confirmed the way recovering markets have boosted the fortunes of SMSFs and retail master trusts....

Superannuation

Almost double the number of SMSF trustees seek advice compared to non-SMSF investors

SMSF trustees making changes to their portfolio were more likely to have followed planning advice to seek better returns, while more than half of non-SMSF investors made ...

Editorial

Risk: a walk on the mild side?

The reaction to my move from a generalist technical role to one specialising in risk advice and adviser business growth was seen by some colleagues and advisers as a move...

Superannuation

Advisers must examine risk profiles of SMSFs and their members

Advisers should look at the risk profile of self-managed superannuation funds (SMSFs) as well as the risk profiles of individual members, because the risk tolerance of a ...