SMSF trustees want investment control but find selection the most difficult task

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Self-managed super fund (SMSF) trustees find choosing what to invest in the hardest aspect of running their own fund, according to new research by AMP Capital. Twenty-seven per cent of... Read more continue reading

SMSFs devote more to cash, property and shares, super funds drop cash holdings

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Self-managed superannuation fund (SMSFs) assets hit a fresh high of $580.2 billion in the March quarter of 2015, with Australian share holdings jumping to $193.1 billion, while Australia’s total managed... Read more continue reading

Avoiding family feuds in SMSFs

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Self-managed super funds (SMSFs) revolve around family members which can make them extremely vulnerable to disputes that arise when SMSF members clash over money. In the worst case scenarios, the... Read more continue reading

AMP SMSF increases education and accreditation for advisers

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AMP SMSF is partnering with the SMSF Association to launch a new SMSF education and accreditation program for AMP aligned advisers and their support staff. The program, which commenced this... Read more continue reading

JBWere/Investment Trends SMA Report 2015 – SMA usage surges to highest level on record

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Australian financial advisers are using separately managed accounts (SMAs) at their highest ever recorded level, according to a new report released by private wealth firm JBWere and research firm Investment... Read more continue reading

Investment property for SMSFs requires caution

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Too often property investors haven’t done their homework before they buy, according to Wealth Know How’s General Manager Fiona Parker. “You have to know the compliance rules particularly if you... Read more continue reading

Labor sends wrong message with focus on taxing earnings in the pension phase

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The Labor Party seems locked on to the idea that taxing earnings above a certain level in the pension phase is a potentially good revenue source, says Olivia Long, CEO... Read more continue reading

Robo advice perfect fit for SMSF investors

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Sophisticated investors aged 60 and over are among the fastest growing adopters of robo advice globally and Australia’s mammoth self-managed superannuation fund market will be the next frontier for robo... Read more continue reading

SMSF trustees – this is the Tax Office calling

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You have your own SMSF and you’re therefore a trustee of the fund.  The phone rings late one afternoon. You answer the phone. It’s the ATO wanting to discuss a... Read more continue reading

SMSF trustees explore global markets for higher returns

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With continued declines in interest rates and positive gains in the stock-market, self-managed super fund (SMSF) trustees have moved more of their cash holdings into managed funds and international equities,... Read more continue reading