Risk tolerance specialist FinaMetrica has raised concerns over the levels of risk incorporated in SMSF portfolios due to a concentration of domestic equities.

The SMSF Association has questioned some of the tax observations included in the Financial System Inquiry (FSI) based on its own factual observations and practicality concerns.

The SMSF Association has called for the government and industry to have informed dialogue about superannuation tax concessions without reliance on flawed measures like the Treasury Tax Expenditures Statement (TES) as justification to make changes to the system.

Taxpayers Australia has launched a book designed to boost SMSF trustee knowledge and assist them in running their own retirement savings vehicles.

Business owners should consider using an SMSF to house the investments and assets of the business for retirement preparation and risk mitigation, according to a succession planning expert.

The outlook of SMSF trustees should be increasingly positive as a result of the government’s declaration of support for the key principles of superannuation and increased ATO and Australian Securities and Investments Commission (ASIC) sector surveillance, according to the SMSF Association.

The Australian equities market is capable of generating small capital gains along with some yield income for investors in 2015, according to an investment specialist. “Having a surprise rate cut, the potential for another rate cut on the way, we have better prospects for capital return in the equity market in Australia,” Platypus Asset Management […]

A financial services firm has warned business owners against holding buy/sell cover inside an SMSF in order to receive a tax deduction for the associated insurance premiums.