self-managed super funds

Superannuation

Proposed SMSF compensation warning “too simplistic”, says SPAA

Warning self-managed super funds (SMSFs) that they are not entitled to compensation is too “simplistic” and needs to factor in all financial assistance available....

Superannuation

Continuing concern about off-market transfers

While SISFA has welcomed the Government's decision not to proceed with many of the proposed super changes inherited from the previous Government, SISFA chair Michael Lor...

Superannuation

ISA compares SMSF and industry fund fees

Industry Super Australia has pointed to new research to highlight fee disparity between SMSFs and industry super funds....

Superannuation

The do's and don'ts of maintaining a bare trust in a LRBA

Townsends Business & Corporate Lawyers' Peter Townsend outlines some of the do's and don'ts for maintaining a bare trust in a LRBA....

Superannuation

More than half SMSF assets in retirement phase

New research shows that more than 50 per cent of assets held within SMSFs are in retirement phase....

Superannuation

Avoiding mistakes in bare trust establishment

SMSF trustees cautioned to ensure they understand the details of establishing bare trusts where limited recourse borrowing is concerned. ...

Superannuation

SMSFs and reserving strategies

Peter Hogan explains some of the issues and obstacles that may be faced when attempting to create reserves in an accumulation-style SMSF. ...

Financial planning

Advice still major cause of complaints

Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...

Superannuation

Satisfaction gap between retail and industry funds remains

Retail superannuation funds still lag behind industry funds in terms of customer satisfaction, research shows....

Superannuation

Technology removes SMSF restraints

Recent technology take-up has helped drive SMSFs, according to the director of strategy for Bravura Solutions, Darren Stevens....

Superannuation

SMSF exposure to residential property over-stated

SPAA claims the level of exposure of SMSFs to residential property is being over-stated. ...

Superannuation

Why superannuation change is necessary

Maybe it’s the necessary evil, but superannuation change is not only necessary, it’s also inevitable. Bryan Ashenden states the case. ...

Financial planning

Spring Financial Group enters EU

ASIC announces EU for Spring Financial Group ahead of Federal Court proceedings against an AR....

Superannuation

Improve communications to counter bank and SMSF threat

While many pundits have flagged SMSFs as a key threat to industry super funds, Equipsuper's Geoff Brooks believes most funds have not yet opted to alter their member comm...

Financial planning

On or off-platform?

Independent research into some of the issues confronting advisers who take the plunge “off-platform” also identifies occasions when it makes sense to move, writes Linda E...