smsf essentials

Superannuation

The Institute of Chartered Accountants argues it's time to review borrowing within SMSFs before it becomes a problem....

Superannuation

Growing need for financial advice

Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....

Superannuation

Estate planning - key differences between SMSFs and other super funds

MLC's Peter Hogan outlines the key differences between SMSFs and other superannuation funds from an estate planning perspective. ...

Superannuation

Reinforce sole purpose test on SMSFs - ASFA

ASFA calls for sole purpose test to be strictly applied to SMSFs in light of property spruikers. ...

Superannuation

Technology driving SMSF industry consolidation

Administration technology is helping drive down costs and forcing consolidation in the SMSF sector....

Superannuation

SMSF trustees looking offshore

SMSF trustees are increasingly utilising advanced stock research tools to plan for and manage their retirement portfolio. ...

Superannuation

Opportunities for financial planners in SMSFs

A new analysis suggests recent legislative change will increase the scope for financial planners to work with accountants in the SMSF advice space. ...

Superannuation

SPAA welcomes ASIC’s recognition of SMSF professionals

On the back of comments made by ASIC commissioner Greg Tanzer, SPAA has welcomed the regulator's recognition and acknowledgement of professional service providers in the ...

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...

Superannuation

SPAA backs ASIC on geared property

Concerns raised by ASIC about the aggressive marketing of geared property investments are shared by the SMSF Professionals' Association of Australia, according to Jordan ...

Superannuation

SMSFs face life insurance law challenges

SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...

Financial planning

Chan & Naylor partner with NowInfinity on SMSF solution

Chan Naylor has announced a commercial partnership with online platform provider NowInfinity to provide what both companies describe as a "real-time tailored" SMSF soluti...

Superannuation

ASIC to look at cost of SMSFs

ASIC will examine the underlying costs of operating a SMSF in next steps of its SMSF taskforce. ...

Superannuation

Accountants warming to using platforms for SMSFs

While costs may still be a barrier, recent research reveals why more accountants are using platforms within SMSFs. ...

Superannuation

SMSFs have plenty of reasons to like property

As Australian investors' love affair with yield continues, SMSF property investment continues to rise. Indeed, for Richard Stacker, head of direct property for Charter Ha...