Commercial property can play an important role within SMSF portfolios for the increasing number of trustees moving from the accumulation phase into the retirement phase of their lives, an SMSF technical expert has said.

The federal government’s decision to ease the rules around early access to retirement savings as a result of terminal illness has drawn praise from industry bodies.

Online brokerage firm Bell Direct has developed an application for the Apple Watch, allowing its clients to monitor the performance of their investment portfolios via a timepiece. Apart from giving individuals the ability to check the progress of their investments, the new app includes specific screens allowing clients to identify new market opportunities and receive […]

Despite pervading sentiment domestic shares have had their run and are now too expensive, specialist investment house Dalton Nicol Reid believes good investment opportunities in that market can be found in some specific areas. In particular, the investment firm remained optimistic about growth stocks. “Over the past year a number of higher-quality companies with strong […]

The 2015 federal budget announcements regarding the age pension and the fairness contained in the initiatives have been applauded by respected quarters of the SMSF sector. The SMSF Owners’ Alliance welcomed the fact the age pension had been afforded the appropriate acknowledgement in the budget as one of the cornerstones of Australia’s retirement system, evidenced […]

A well-constructed trust deed could help avoid common disputes involving SMSFs, in particular those involving family members, according to a specialist law firm.

The time it takes to complete administrative processes and reporting for SMSFs will be cut once pricing comes down and data feeds from the real estate industry become available.

Sector lobbyist the SMSF Owners’ Alliance has refuted opposition treasury spokesman Chris Bowen’s claim in his budget response that the tax incentives on superannuation will equal the cost of the age pension in 2018/19.

Reserve Bank of Australia governor Glenn Stevens recently remarked that those about to retire are in a much worse position than those retiring 10 years ago. Such comments suggest the conventional theorem of putting your retirement savings to work in low-risk investments as soon as you finish your working career won’t generate enough income for the retirement phase.