SMSFS

Policy & Regulation

<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...

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Superannuation

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

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Financial planning

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...

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Editorial

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

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Superannuation

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

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Financial planning

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

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...

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Superannuation

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

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Superannuation

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

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Superannuation

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....

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Superannuation

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...

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Superannuation

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...

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Superannuation

New Roy Morgan research reveals that SMSF trustees, while happier than most, are still feeling the pinch....

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Superannuation

The Stronger Super changes to SMSFs such as auditor registration were necessary....

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Superannuation

SMSF trustees who hold multiple accounts are doing so for more than just insurance....

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