Asset allocation differences widen between advised and non-advised SMSFs

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A new report on investor trading trends reveals increasing differences in asset allocation between advised self-managed super funds (SMSFs), self-directed SMSFs and non-SMSF investors. Diversification across asset classes and sectors... Read more continue reading

Number of new SMSFs trading accounts jumps, finds new report 

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Self-managed super funds (SMSF) traded more over the past year and the value of their holdings increased by 8.8%, found the SMSF Under Advice report, just released by wholesale trading... Read more continue reading

HUB24 collaborates with advisers to meet growing demand for SMSFs

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As part of the HUB24 Group’s commitment to delivering innovative solutions that enable advisers to meet the needs of clients throughout each life stage, HUB24 announced it has collaborated with... Read more continue reading

Draft regulations to modernise legacy pensions and provide flexibility for SMSF members

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SMSF administrator Neo Super has welcomed the proposed changes to legacy pensions, saying they are a game changer for SMSF members holding these products. Neo Super Director of Technical Services... Read more continue reading

End of financial year warning for pensions

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Now that the 2023/24 financial year is coming to a close, it will be necessary for individuals receiving pensions from their SMSFs, to ensure that the minimum pension requirement in... Read more continue reading

CPD: SMSFs and tax

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With assets forming nearly one third of Australia’s extensive superannuation savings pool, SMSFs continue to proliferate. This article, proudly sponsored by Allianz Retire+, explores the tax benefits of using SMSFs... Read more continue reading

New Halal SMSF solution removes barriers to ethical property investing for Australian Muslims

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A rapidly growing Islamic financial services provider has launched an Islamic self-managed super fund (SMSF) solution for members of the Australian Muslim community who want to invest in property for... Read more continue reading

SMSF’s turn to advisers amid market uncertainty

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The uncertain market conditions of 2023 triggered a rebound in the number of self managed superannuation funds (SMSFs) seeking financial advice, according to AUSIEX, Australia’s leading wholesale broker. Analysing a... Read more continue reading

DASH takes managing SMSFs to the next level

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DASH Technology Group (DASH) has introduced significant enhancements to Archer, its goals-based advice tool for scenario modelling and real-time client engagement. In addition to Archer’s existing capabilities, Self-Managed Super Fund... Read more continue reading

Thought leadership panel mulls SMSF innovation and intervention

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The SMSF sector will put itself under the microscope at the Thought Leadership Breakfast (TLB) being held on the opening morning of this year’s SMSF Association’s National Conference at the... Read more continue reading