Putting in place a binding death benefit nomination (BDBN) that does not lapse after three years should be the preferred estate planning strategy for SMSF trustees, according to a specialist superannuation educator. Speaking at the Australian Investors Association 2016 National Conference, SuperConcepts executive manager of SMSF education David Busoli said: “With binding death benefit nominations […]

The only way to address inflation risk and longevity risk is to invest in growth assets, according to a leading financial author. “You can’t just be invested for interest to deal with inflation risk and longevity risk. You need to have growth assets where you’re getting some growth in the capital as well as an […]

The Federal Court has banned Bradley Grimm and Vanessa Ash from providing financial services for 20 and 10 years respectively and from managing corporations for 15 and seven years respectively after finding them guilty of dishonest conduct.

The latest industry research has shown SMSF trustee attitudes have changed in how they would like financial advisers to play a role in the running of their super funds.

Despite the fact the proposed changes to superannuation included in the 2016 federal budget are yet to be legislated, advisers need to revise any existing SMSF strategies with their clients, the director of a top four accounting firm has said.

The latest Australian Prudential Regulation Authority (APRA) superannuation statistics have shown the SMSF sector remained the largest by asset value as at 30 June 2016.

Henderson Global Investors has made available a global emerging markets equity fund with a view to attracting significant fund flows from the retail sector, including SMSF investors.