The Zenith Investment Partners “Australian Small Companies Sector Review” has found large-cap fund managers employing passive strategies have significantly outperformed managers using the same investment strategies in the small-cap space over the past 17 years. The finding rang true for absolute as well as risk-adjusted returns, leading the research house to recognise the importance of […]

The SMSF sector will benefit from new exchange-traded funds (ETF) providing a hedge and covering a greater range of sectors, such as fixed interest, as many trustees are becoming familiar with the concept of currency-hedged funds.

Advisers must be vigilant about the strict regime and tight deadlines when dealing with disqualified SMSF trustees, according to a specialist SMSF lawyer.

Commonwealth Bank of Australia’s (CBA) two new deposit products will open up the opportunity for advisers to explicitly manage this part of their SMSF clients’ portfolio against continued interest rate concerns.

New market entrant BrickX has launched its online property platform and will target SMSFs as it believed it offered them an easier alternative to gain access to residential property exposure.

Superannuation lobby group the SMSF Owners Alliance has questioned Treasury’s retirement savings tax concession figure of $32 billion, which was currently being used as justification to make changes to the system.

SMSFs need to adopt a longer planning horizon to safeguard their retirement, with new figures revealing SMSF trustees are expected to live longer than the average Australian, according to a new report by Accurium.

Independent financial planning firm Royston Capital has revealed its new licensing solution has been tailored for smaller accounting firms looking to continue their SMSF business with as minimal disruption as possible.

Pengana Capital expected a good take-up of its new Global Small Companies Fund by the SMSF market as it provided a new opportunity in the vast small-cap universe, which was generally overlooked.