GR sends strong message about need for super concessions

From

The 2015 Intergenerational Report (IGR) should give any government “serious food for thought” about reducing tax concessions for superannuation, says Olivia Long, CEO of the SMSF administrator platform Xpress Super... Read more continue reading

SMSF asset allocation exposes funds to big risks

From

Self-managed superannuation fund (SMSFs) assets jumped almost $10 billion to $553.7 billion over the December quarter of 2014, according to data from the Australian Taxation Office (ATO), with Australian assets... Read more continue reading

SMSFs vulnerable as offshore diversification is ignored

From

Assets held by self-managed superannuation funds (SMSFs) increased marginally over the September quarter to $544.4 billion, according to data from the Australian Taxation Office (ATO), with most of that held... Read more continue reading

Sole purpose test and dealing at arms-length go hand in hand

From

Trustees were reminded earlier this month of the potentially heavy financial consequences of not understanding their responsibilities as trustees or directors of a corporate trustee of an SMSF. The reminder... Read more continue reading

MLC and SPAA sign new SMSF advice and training commitment

From

MLC has announced it has signed a new commitment with the SMSF Professionals’ Association of Australia (SPAA) to provide advisers with the highest level of SMSF advice accreditation, training and... Read more continue reading

SMSF trustees see promise in Australian shares despite downturn

From

Despite recent  downturns in the domestic share market, self-managed super fund (SMSF) trustees  have increased their investments in Australian equities to boost long-term gains, while cash holdings continue to decline... Read more continue reading

Advisers say growth in SMSFs is behind LIC resurgence: Perpetual Investments survey

From

PIC continues to gain positive ground; included on major wrap platforms and APLs More than half of advisers surveyed at a recent Perpetual Equity Investment Company Limited (ASX: PIC) roadshow... Read more continue reading

SMSFs show an increased interest in residential property

From

“Property as an asset class is a long-term investment, which suits the time horizon of many SMSFs,” says James Dunn, presenter of the first of a series of four Wealth... Read more continue reading

SUPERCentral provides access to new bundled documents

From

SUPERCentral has been refining its SMSF deed processes over the past few months, and now provides several bundled document services at the same time as establishing or converting an SMSF including: company establishment... Read more continue reading

SMSF administrator calls for halt to compliance buck passing between trustees and advisers

From

Founding Principal and Director Ravi Subramaniam of Perth headquartered Australian Superannuation and Compliance Limited (ASC) cautions current and would be investors considering an SMSF of the need to be aware... Read more continue reading