The team at selfmanagedsuper would like to wish all our readers a Merry Christmas and Happy New Year as the publication signs off for 2016.

The latest Financial Services Council (FSC) research into the SMSF sector, co-commissioned with UBS Asset Management, has revealed trustees’ idea of the asset balance they will require to fund a comfortable retirement does not match the level of yearly income they are hoping to draw from their super fund.

Trustees with trauma cover within their SMSF need to pay particular attention to the situation due to the approach regulators are able to take in reviewing these arrangements, according to a risk insurance expert.

SMSF trustees need to be aware of the change in the operation of the non-concessional cap bring-forward rule to ensure they are certain about the level of superannuation contributions they can make, an industry solicitor has said.

A specialist Australian equities manager has advised investors to take into account four key elements to value stocks in light of price fluctuations and complex company assessments. The criteria recommended by Monash Investors to more accurately price shares are growth, insight, value and event – or, for short, GIVE. In regard to growth, the manager […]

The new superannuation legislation passed last month has changed the requirements for when an actuarial certificate is needed to claim tax-exempt pension income when the assets of an SMSF are not segregated, leaving uncertainty over the importance of these documents in the future, according to a sector technical specialist.

The superannuation legislation outlining the new rules governing the retirement savings framework in Australia has already been shown to contain a number of faults, a specialist lawyer has observed.