The latest Investment Trends industry research conducted on behalf of Vanguard Australia has shown SMSF trustees feel they have an unmet need around investment advice.

A leading specialist law firm has recommended all SMSFs consider putting an enduring power of attorney (EPOA) in place as a solution to mental incapacity and repatriation.

Knowing which assets to leave or switch back to the accumulation side of an SMSF is crucial for the optimal tax effectiveness of the fund in light of the proposed $1.6 million transfer cap, an SMSF expert has said. “If you’re going to have to roll back assets at some point in time between now […]

The federal opposition has promised to address the retrospective nature of the proposed changes to the superannuation system contained in the 2016 budget. Speaking at the Financial Services Council Leaders Summit 2016 in Melbourne, Labor treasury spokesman Chris Bowen said: “We remain and will remain deeply concerned and opposed to aspects of retrospectivity, as do […]

The latest joint SMSF Association and Accurium sector research has shown the majority of SMSF trustee couples are well placed to have an asset balance high enough to fund at least a comfortable lifestyle in retirement. The report, titled “Are trustees prepared for retirement?”, showed the median balance of SMSFs run by couples over the […]

The latest SuperConcepts “SMSF Investment Pattern Survey” has provided tangible evidence that the 2016 federal budget’s proposed super changes are having a significant effect on SMSF trustee’s confidence in retirement savings, with a drastic fall in contributions in the June quarter.