The proposed superannuation concessional and non-concessional contributions changes in the budget will impact at least 10 per cent of Class’s SMSF members, triggering the need for contribution strategy reviews as well as gaining access to lifetime contribution data.

The proposed superannuation concessional and non-concessional contributions changes in the budget will impact at least 10 per cent of Class’s SMSF members, triggering the need for contribution strategy reviews as well as gaining access to lifetime contribution data. “The government said that the $1.6 million pension cap will only affect 1 per cent of super […]

The federal budget’s removal of tax barriers for some retirement income products is only one piece of the puzzle and further measures are required to create greater flexibility, particularly for SMSFs.

The federal government’s proposed changes to superannuation rules might affect as many as 85,000 SMSFs with 160,000 members, which was much more than what was suggested in the budget papers, according to BGL Corporate Solutions.

BlackRock believes SMSF trustees will see the appeal of its new proposition, iShares Core, which comprises two new exchange-traded funds (ETF). The iShares Core MSCI World All Cap ETF and MSCI World All Cap (A$ Hedged) ETF were listed on the Australian Securities Exchange on 28 April.  These new funds, together with the iShares Core […]

Defensive asset classes have been marked as the segment to watch, with more flows and demand expected from SMSF trustees in the next 12 months following continued market volatility.

The wide-ranging changes to the nation’s superannuation system delivered in the federal budget will drive greater planning around saving and retirement, which could lead to more Australians seeking control and, in turn, looking to SMSFs.

The latest sector research has shown trustees are gradually moving away from the S&P top 10 shares in search of capital growth and greater yield.