SMSF trustees do not necessarily have to take any action in the event they lose the fund’s trust deed, according to a specialist superannuation lawyer.

Investment research house Lonsec has advised investors to be aware of the risks involved with property securities, including equity market-type risk and a high level of volatility. “Property securities tend to behave more like bonds in stable markets but become more like equity in periods of high volatility and crisis,” Lonsec senior investment analyst Sam […]

The ATO has raised its concerns over arrangements where SMSF are allocating money to certain investment vehicles that then loan the amounts back to the fund trustees.

The Zenith Investment Partners “Australian Small Companies Sector Review” has found large-cap fund managers employing passive strategies have significantly outperformed managers using the same investment strategies in the small-cap space over the past 17 years. The finding rang true for absolute as well as risk-adjusted returns, leading the research house to recognise the importance of […]

Superannuation lobby group the SMSF Owners Alliance has questioned Treasury’s retirement savings tax concession figure of $32 billion, which was currently being used as justification to make changes to the system.

The SMSF Association is in discussions with government at several levels to allow SMSF trustees greater access to infrastructure investment opportunities.

Accountants looking to become licensed to provide advice, especially to SMSF clients, must be conscious any option they decide to take will have a significant effect on referral partner arrangements they might currently have in place with financial planners, according to a licensing specialist.

Instalment contracts could be a potential solution for SMSFs wanting to employ gearing-like strategies to acquire property in the event limited recourse borrowing arrangements are prohibited, a legal expert on the sector has suggested.

AssureInvest has launched a consulting service aimed at providing independent external investment solutions for accountants and financial planners operating in the SMSF space.