The shift of investors out of preferred defensive assets, such as cash and term deposits, was expected to continue in the next six months due to an attraction to value and growth. The March quarter results for OneVue’s unified managed account platform holdings revealed allocations to cash and term deposits were 26.52 per cent, a […]

Making the assigned registration number of SMSF auditors available to the public on the Australian Securities and Investments Commission’s (ASIC) Connect website has created an opportunity for the misuse of this information.

The imminent federal government measure banning off-market transfers is going to significantly change the way advisers and SMSF trustees contribute listed security assets into their fund and will bring substantial challenges, writes KRYSTINE LUMANTA.

An Australian Securities and Investments Commission (ASIC) examination into the quality of financial advice provided to SMSF trustees has found the majority of it to be of an adequate level. The “SMSFs: Improving the quality of advice given to investors” report revealed 70.3 per cent of personal advice files provided “adequate” advice, though there were […]

Recent CoreData SMSF research has shown as much as $6 billion will be on the move from cash trusts over the next 12 months as trustees look to rebalance their portfolios into more active investment classes.

Adelaide University has launched its new online SMSF initiative, the Specialist SMSF Course, to coincide with the 2013 Self-Managed Super Fund Professionals’ Association of Australia (SPAA) National Conference.  

Investor sentiment among SMSF investors and trustees remains fragile, but there are signs of improvement relative to 2011, according to a recent Investment Trends report.