The oversupply of residential properties in Australia’s capital cities is unlikely to have as significant an impact on the market as first expected, according to a specialist fund manager. “We talk about this oversupply coming, but the experts are saying it’s not going to affect the values as much as what everyone thinks,” Trilogy Funds […]

There is an important difference between exchange-traded funds (ETF) and exchange-traded products (ETP) and it is an important fact SMSF investors should be aware of, according to an economist working in the space. An ETF is an investment product that tracks a specific market index, BetaShares chief economist David Bassanese said while presenting at the […]

Despite a number of positive factors that would make further portfolio allocations in the domestic share market attractive to SMSF investors, individuals need to assess the Australian market in light of the global economy, a respected equities analyst has said. “Domestically here earnings season wasn’t that bad. While we didn’t see earnings growth last year, […]

Pierre Jarjoura has been disqualified from being an approved SMSF auditor following an Australian Securities and Investments Commission (ASIC) investigation into his activities. ASIC determined Jarjoura was not a fit and proper person to be an approved SMSF auditor after finding he had breached independence and audit requirements. Specifically, the corporate watchdog found he had […]

The proposed change to the non-concessional contributions caps is the issue financial planners are most concerned about, according to the BT advice technical team’s September quarter round-up.

The latest SuperConcepts “SMSF Investment Patterns Survey” has revealed an increase in the number of limited recourse borrowing arrangements (LRBA) among SMSF trustees during the 2016 September quarter.

The latest ATO statistics regarding the SMSF sector have shown asset allocations employed by trustees have remained fairly consistent over the past five years, dispelling the perception in some quarters these portfolios have increased weightings towards local bank stocks and residential property, according to the SMSF Association.