Time extension granted for annual returns


The ATO has announced it will extend the due date for lodgement of SMSF annual returns for 2016/17 to 30 June 2018. “We recognised there are some major new considerations and decisions for SMSFs and their a.. Read More

Valuation due diligence a trustee duty


Trustees must undertake reasonable steps to ensure an SMSF’s assets and investments can be valued fairly and objectively ahead of adding them to the fund, a technical expert has warned. “It’s a .. Read More

CGT relief not for all assets


SMSF advisers and trustees must be aware the capital gains tax (CGT) relief provisions contained in the super reforms do not apply to all assets the fund owns, a technical expert has said. Speaking at the Institu.. Read More

New auditor rego fees labelled excessive


The proposed increase in registration fees for new auditors of SMSFs has triggered major concerns about its impact on the already low number of practitioners servicing the space, according to the Institute of Public .. Read More

Next stage of infrastructure education key


Tailored infrastructure allocation and application to SMSF portfolios will be the next iteration of the asset class’s education efforts, particularly during 2018. “For SMSFs, the process of basic educ.. Read More

Global franchise investing a good complement


Including a portfolio allocation to global franchise companies can complement the home bias and stock concentration exhibited by many SMSF investors, a specialist fund manager has said. Lazard Asset Management po.. Read More

New ETF players expected to enter market


Australia will see new exchange-traded fund (ETF) issuers come to market to fill product gaps, creating opportunities for the bulk of SMSF investors still considered to be in the early-adoption phase, according to on.. Read More

Merry Christmas from selfmanagedsuper


The selfmanagedsuper team would like to wish all of our readers a Merry Christmas in 2017 and a Happy New Year. We’d like to take this opportunity to also thank our readers and all of our commercial partner.. Read More

SMSF fixed income demand on the rise


The fixed income asset class is witnessing a consistent increasing interest from SMSF investors, according to a specialist fund manager. “We’re constantly seeing more demand for our offerings from SMS.. Read More

SMSF advice requires specific FASEA standards


The SMSF Association is advocating for the Financial Adviser Standards and Ethics Authority (FASEA) guidelines to include specific education standards for SMSF advice, given the complexity of the subject matter. .. Read More

La Trobe partners with Blackstone


La Trobe Financial today announced global asset management firm Blackstone has taken an 80 per cent stake in the company for an undisclosed sum. The New York-based firm has over $521 billion in funds under manage.. Read More

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