self-managed super funds

SMSF

Clock ticking for SMSF double contributions

As the end of the month approaches, self-managed super fund members with cash to spare are being urged to make a double contribution using an unallocated contribution res...

Financial planning

SMSF members at risk of losing life insurance benefits

SMSF members who deliberately hold an APRA-regulated fund for life insurance are at risk of losing this benefit if they fail to act before legislation comes into play in ...

Superannuation

Accountant-planner relationship needs to evolve

The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....

SMSF

New SMSF measures expected in parliament

Now it has returned to Government, the Coalition can once again focus on the self-managed super fund measures it introduced to Parliament before the election was called, ...

SMSF

SMSFs sitting happy in latest ATO data

Self-managed superannuation funds both outperformed other super fund options and saw a decrease in operational costs, according to the latest statistics from the Australi...

SMSF

SMSF members reminded of dividend reform risk

As the Federal election campaign hits its peak, the Alliance for a Fairer Retirement System has again reminded consumers that Labor’s franking credit reform would disadva...

Superannuation

Positive changes for SMSF sector in Budget

The SMSF Association has welcomed the Government’s proposed changes regarding calculating ECPI and increasing the age where the work test for making contributions to supe...

Superannuation

Heffron names new MD

Self-managed super fund solutions provider, Heffron SMSF Solutions, has announced the appointment of Meg Heffron to the role of managing director....

Policy & Regulation

SMSFs win on LRBAs

The Government has accepted a report from the Council of Financial Regulators and the Australian Taxation Office declaring that limited recourse borrowing arrangements ar...

SMSF

SMSFs should look to industrial property

As banks cease SMSF loans for residential property, alongside a downturn in the housing market and potential policy changes, trustees may benefit from looking to its indu...

Financial planning

More than half of planners use ETFs

The adoption of exchange traded funds among financial planners has continued to grow, with more than half of Australian planners now recommending index funds, according t...

Financial planning

FASEA could impose specialisation training within two years

The move to require specialist qualifications to give advice on SMSFs could come from the Financial Adviser Standards and Ethics Authority within two years, according to ...

SMSF

Adviser polling shows drop in SMSF advice

Live polling at the SMSF Association National Conference has suggested that the number of clients seeking advice on SMSFs is decreasing, and that consumers’ desire to use...

Superannuation

SMSFs prefer international equities

Managed funds invested in international equities came on top in terms of the assets held by self-managed superannuation funds, according to an analysis conducted by Class...

SMSF

PC still presenting unreliable SMSF data: Class

While the Productivity Commission modified its earlier findings to better reflect true SMSF returns in its final report, Class has warned that aspects of its calculations...