SMSF borrowing changes

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This Draft Ruling, SMSF 2011/D1, released by the ATO on 14 September 2011 deals with a number of controversial issues relating to limited recourse borrowing. The Draft Ruling should be welcomed

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Cautious self managed superannuation investors build a ‘wall of cash’

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The Vanguard/Investment Trends Self Managed Super Funds (SMSF) report tells a clear story of a lack of confidence in future market directions within the self managed super fund sector, according

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Self managed super funds and lending

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Have your clients with SMSFs loaned money from their fund? If so, remind them to make sure that the loan terms comply with the law and are in the best

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SPAA calls for fraud and theft cover for investors

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At its Technical Conference in Sydney this week, the Self Managed Super Fund Professionals’ Association (SPAA) has encouraged debate on the issue of financial loss due to fraud or theft

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An industry first for SMSFs & share trading

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The missing link in efficient online SMSF administration is to get today’s transactions up onto a trustee’s portal for access by tomorrow…and to do it accurately, the first time. In

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Multiport SMSF Investment Patterns Survey June 2011

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To get a closer insight into where Self Managed Superannuation Fund (SMSF) trustees invest, Multiport regularly undertakes an analysis of its SMSF investments to analyse investment trends. The survey covers around 1,600

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Resource Sector ETFs popular with SMSF Trustees

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Local Sector ETF specialist, Australian Index Investments (Aii), has seen increased interest in their resource-based ETFs from SMSF Trustees, with one in three ETF investments being held by DIY SMSFs.

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Income strategies expected to surge as dividends improve

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Buybacks returning as era of cautious balance sheets ends Income-based strategies are likely to become more appealing to investors as companies restore their dividends and come under increasing pressure to

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