SMSF investments in overseas shares and non-residential property will occur gradually as funds consider more sensible and suitable places to hold their assets, according to an analysis of Australian Taxation Office (ATO) data.

The Australian Taxation Office (ATO) has approved a course for the purposes of education direction for SMSF trustee contraventions and has specified the requirements for other courses to be considered for inclusion.

The fourth SPAA/Russell SMSF report reveals strong interest and demand for SMSFs is coming from younger generations compared to the traditional profile of SMSF trustees. Krystine Lumanta takes a deeper look into the current needs of SMSF investors and the areas to leverage for those providing advice in the sector.

The rise of SMSFs is potentially disruptive for the Australian asset managers as they prepare to change their business models, however, some managers will find opportunities to create innovative solutions, a State Street report has found.

The availability of bond products through the Australian Securities Exchange (ASX) will increase SMSFs’ allocation to the asset class and provide necessary negative correlation to equities in portfolios.

The profile of Australian SMSF members has changed significantly compared to just last year, according to an analysis of Australian Taxation Office (ATO) data.

Accountants looking to operate under the new licensing regime under the Future of Financial Advice reforms are favouring the middle-ground option that allows the provision of strategic SMSF advice to clients, according to AMP’s specialist licensee business, SMSF Advice.

Share-market information app StockLight is experiencing strong take-up from self-directed SMSF investors, as they look for deeper investment information on Australian shares.