Forager Funds Management’s flagship listed investment trust (LIT), the Australian Shares Fund, commenced trading on the Australian Securities Exchange (ASX) last Friday at a market cap of $138 million, with more than half of its units held by SMSFs.

Class has announced a partnership with The SMSF Academy as a result of the challenges accountants and administrators are facing due to the biggest changes to super in more than a decade.

The latest Financial Services Council (FSC) research into the SMSF sector, co-commissioned with UBS Asset Management, has revealed trustees’ idea of the asset balance they will require to fund a comfortable retirement does not match the level of yearly income they are hoping to draw from their super fund.

The Australian Securities and Investments Commission (ASIC) has banned Keira Jane Keegan from providing financial services for three years after she was found to have advised SMSF clients to invest in high-risk financial products issued by her licensee.

Trustees with trauma cover within their SMSF need to pay particular attention to the situation due to the approach regulators are able to take in reviewing these arrangements, according to a risk insurance expert.

Two of the federal government’s three superannuation bills have been passed by the House of Representatives and the Senate unamended.

SMSF trustees need to be aware of the change in the operation of the non-concessional cap bring-forward rule to ensure they are certain about the level of superannuation contributions they can make, an industry solicitor has said.

Investment managers are reducing their return expectations across a broad range of asset classes as cash rates globally reach or approach historic lows, according to a Zenith Investment Partners sector review. The “2016 Multi Asset Sector Review” revealed quantitative easing and other interventionist policies had had a marked impact on investment markets, making the task […]

A specialist Australian equities manager has advised investors to take into account four key elements to value stocks in light of price fluctuations and complex company assessments. The criteria recommended by Monash Investors to more accurately price shares are growth, insight, value and event – or, for short, GIVE. In regard to growth, the manager […]