There is an important difference between exchange-traded funds (ETF) and exchange-traded products (ETP) and it is an important fact SMSF investors should be aware of, according to an economist working in the space. An ETF is an investment product that tracks a specific market index, BetaShares chief economist David Bassanese said while presenting at the […]

Despite a number of positive factors that would make further portfolio allocations in the domestic share market attractive to SMSF investors, individuals need to assess the Australian market in light of the global economy, a respected equities analyst has said. “Domestically here earnings season wasn’t that bad. While we didn’t see earnings growth last year, […]

Pierre Jarjoura has been disqualified from being an approved SMSF auditor following an Australian Securities and Investments Commission (ASIC) investigation into his activities. ASIC determined Jarjoura was not a fit and proper person to be an approved SMSF auditor after finding he had breached independence and audit requirements. Specifically, the corporate watchdog found he had […]

Despite a potential rise in United States interest rates on the horizon, income-orientated equity investors can still access a high level of income and return, but keeping a close watch on how any monetary policy tightening impacts on their SMSF is key.

SMSF trustees needed to guard against a knee-jerk reaction to any market volatility caused by the United States election and instead ensure they followed their long-term investment strategy, according to the SMSF Association.

Less affluent SMSFs are turning to automated investing and are more likely to put all their assets into a robo-advice platform, according to robo-adviser Six Park.

The New South Wales Supreme Court has dismissed an appeal by Park Trent Properties against a judgment delivered to the property spruiker by acting Justice Ronald Sackville in October last year.

The proposed change to the non-concessional contributions caps is the issue financial planners are most concerned about, according to the BT advice technical team’s September quarter round-up.

The latest SuperConcepts “SMSF Investment Patterns Survey” has revealed an increase in the number of limited recourse borrowing arrangements (LRBA) among SMSF trustees during the 2016 September quarter.