The SMSF sector will be more adversely affected than any other superannuation sector by the impending reduction in the concessional contributions caps as members of these types of fund tend to make a greater amount of personal contributions.

Retirees need to understand the implications changes to the assets test linked to the age pension commencing on 1 January 2017 will have for them and make the necessary preparations now, a major banking group has said.

Trustees and advisers have been advised not to rely on forfeiture provisions contained in SMSF trust deeds supposedly stipulating how a member’s benefits can be treated when they are declared bankrupt, a legal expert has said.

The ATO will be softening its approach to SMSFs with a contravention report submitted about some of their activities that have been assessed as high risk in the coming financial year.

Global investment manager Spire Capital is set to add to its suite of Real Estate Opportunity Capital (ROC) funds in late October, providing investors with access to the United States aged-care property sector. The offering, the Spire USA ROC Seniors Housing Fund, will be run in conjunction with its partner, Bridge Investment Group Partners, and […]