A prudential regulator like the Australian Prudential Regulation Authority (APRA) is not required for the SMSF sector, nor is it the role the Australian Taxation Office (ATO) is currently playing, according to a panel of industry experts.

Henderson Maxwell chief executive Sam Henderson has launched his third financial planning book, called The One Page Financial Plan, aimed at helping individuals get the most out of the financial advice they seek to operate an SMSF.

The Institute of Public Accountants (IPA) and the SMSF Professionals’ Association of Australia (SPAA) have put in place a collaborative agreement that will see the two bodies working together to cover off specific areas of the SMSF sector.

The number of SMSFs employing limited recourse borrowing arrangements (LRBA) to acquire property has noticeably increased in the past few months as investors begin to rebalance their portfolios towards growth assets, according to an industry platform provider.

The Australian Taxation Office (ATO) will focus a large part of its compliance activity on loans within SMSFs in the 2014 financial year.

Advisers looking to service SMSF clients need to understand why these individuals are not engaged in the financial advice process before they can expect to make any progress to this end, according to the head of the Association of Financial Advisers (AFA).

The latest research into the SMSF sector has revealed trustees are specifically looking for specialist advice to help them manage their retirement savings. The third annual “Intimate with Self Managed Superannuation” report, commissioned by the Self-Managed Super Fund Professionals’ Association of Australia (SPAA) and Russell Investments Australasia and conducted by Core Data, showed trustees were […]