Global allocation should be significant

26-Jun-2017

In the context of investing in global opportunities, SMSF portfolios should have a greater proportion of their fund exposed to overseas assets, a chief economist has said. In a new video for AMP Capital’s S.. Read More

Global allocation should be significant

26-Jun-2017

In the context of investing in global opportunities, SMSF portfolios should have a greater proportion of their fund exposed to overseas assets, a chief economist has said. In a new video for AMP Capital’s S.. Read More

Use ETFs prudently with EOFY timing

26-Jun-2017

SMSFs looking to trade their exchange-traded funds (ETF) at this time of the year should carefully consider the tax implications for the fund, according to State Street Global Advisors (SSGA). During the latest S.. Read More

Don’t delay 30 June considerations

26-Jun-2017

With less than four days until 30 June, SMSFs have been told not to postpone speaking to an adviser about their circumstances and any planning opportunities in relation to the imminent super changes. Clime Asset .. Read More

BT SMSF head hired by Hub24

26-Jun-2017

BT Financial Group (BTFG) head of SMSF Craig Lawrenson is stepping down from his role to take up the newly-created chief operations officer (COO) position at wealth management platform Hub24. Lawrenson will start.. Read More

BT head of SMSF announces departure

22-Jun-2017

BT Financial Group (BTFG) head of SMSF Craig Lawrenson is stepping down from his role to take up the newly-created chief operations officer (COO) position at wealth management platform Hub24. He will start his po.. Read More

Auditor referrals on ATO independence radar

21-Jun-2017

ATO activity regarding SMSF auditor independence in the 2018 financial year will focus on referral networks and their ability to compromise professional standards in this area. “One of the aspects we’.. Read More

SMSF Association backs ASIC funding laws

21-Jun-2017

The SMSF Association has welcomed the introduction of an industry funding model for the Australian Securities and Investments Commission (ASIC), labelling the move a positive for the SMSF sector. On 15 June, the .. Read More

Commutation potentially now SMSF sole domain

21-Jun-2017

SMSFs may now be the only superannuation structure to accommodate pension commutation notifications required to be lodged by 30 June under Practical Compliance Guideline (PCG) 2017/5 for members to adhere to the new .. Read More

Trustees eye high-quality unlisted property

21-Jun-2017

SMSF trustees are currently showing a strong demand for high-quality, long-term unlisted property and also diversifying their portfolios by choosing certain investments across a range of funds, according to a special.. Read More

TBC only a transitional arrangement: Morrison

19-Jun-2017

Federal Treasurer Scott Morrison has used a recent SMSF community address to emphasise the transfer balance cap to be introduced on 1 July should be regarded as a transitional measure only. Speaking at the SMSF20.. Read More

Video: Total super balance

What total super balance means for contributions..View more

Video: Adviser compliance

Christina Kalantzis discusses compliance issues to consi..View more