A study into trustee behaviour has found that a growing group of trustees may need more advice than they are currently receiving. But Karin Derkley discovers many are reluctant to relinquish control to those they don’t respect and trust as highly-qualified specialists.

On 31 January, ASIC’s online register for SMSF auditor applications officially opened as part of the federal government’s Stronger Super reforms. Krystine Lumanta investigates how the initial stages of the process have gone. The new Australian Securities and Investments Commission (ASIC) regime asks auditors to complete an online registration, with approval dependent on competence through […]

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.

A prudential regulator like the Australian Prudential Regulation Authority (APRA) is not required for the SMSF sector, nor is it the role the Australian Taxation Office (ATO) is currently playing, according to a panel of industry experts.

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.

Henderson Maxwell chief executive Sam Henderson has launched his third financial planning book, called The One Page Financial Plan, aimed at helping individuals get the most out of the financial advice they seek to operate an SMSF.

The Institute of Public Accountants (IPA) and the SMSF Professionals’ Association of Australia (SPAA) have put in place a collaborative agreement that will see the two bodies working together to cover off specific areas of the SMSF sector.

The number of SMSFs employing limited recourse borrowing arrangements (LRBA) to acquire property has noticeably increased in the past few months as investors begin to rebalance their portfolios towards growth assets, according to an industry platform provider.