Research house Zenith Investments Partners’ recent review of the domestic fixed income market has found, despite a year of strong returns, few Australian fund managers operating in the space were able to outperform the index over the 12 months ending 30 April 2015. Zenith’s “2015 Australian Fixed Interest Review” measured the managers it rated against […]

The ATO has recently clarified its position on residency rules applied to an Australian superannuation fund. The matter at hand was whether a super fund would lose its Australian residency status if it paid a pension to a non-resident member. The query was addressed in newly issued private binding ruling 1012821532232. Specialist superannuation law firm […]

The SMSF Association has applauded the Senate’s request to have the Economics References Committee scrutinise the inequality that exists between the retirement savings of men and women.

SMSF members moving into retirement enjoyed healthy returns in the 2014 tax year, with the median balance rising 5.2 per cent even after pension drawdowns, according to a new report from Accurium.

SMSF investors were buying between $150,000 to $200,000 worth of gold for their portfolios as they recognised the advantages of investing in the asset class, according to a precious metal and gold bullion specialist.

The maths behind the total cost of delivery components for advice businesses reveals that the case for implementing exchange-traded fund (ETF) investments is compelling for advice firms, particularly those with SMSF clients.

AMP has confirmed Stuart Abley will continue to head its SMSF Advice operation.

Accountants can accelerate the process of locking in a licensing solution and begin to offer financial advice in just three months and be profitable from day one, according to an industry executive.

Accountants looking to become licensed to enable them to continue to service their current SMSF clients and add financial advice to their value proposition may be best served legally by setting up a separate entity to house the new advisory arm of the business, a sector lawyer has suggested.