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
10 Mar 2015

GR sends strong message about need for super concessions

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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
10 Mar 2015

SMSF asset allocation exposes funds to big risks

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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
03 Mar 2015

SMSFs vulnerable as offshore diversification is ignored

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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
18 Dec 2014

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

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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
16 Dec 2014

MLC and SPAA sign new SMSF advice and training commitment

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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
15 Dec 2014

SMSF trustees see promise in Australian shares despite downturn

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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
11 Dec 2014

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

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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
18 Nov 2014

SMSFs show an increased interest in residential property

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“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
11 Nov 2014

SUPERCentral provides access to new bundled documents

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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
10 Nov 2014