The fourth annual SMSF Service Provider Awards have named the most innovative and top performing businesses in the sector as voted by trustees. Industry research specialist CoreData, in conjunction with , recently hosted the awards ceremony in Sydney, recognising the leading market participants across the SMSF value chain. The best of the best were acknowledged across […]

SMSF trustees must place greater importance on their estate planning arrangements and engage with a professional adviser, otherwise they could experience pitfalls and expensive court cases due to incorrect documentation. “One of the biggest issues is the actual need for estate planning with super because most trustees are mistaken in the fact that they think […]

Putting in place a binding death benefit nomination (BDBN) that does not lapse after three years should be the preferred estate planning strategy for SMSF trustees, according to a specialist superannuation educator. Speaking at the Australian Investors Association 2016 National Conference, SuperConcepts executive manager of SMSF education David Busoli said: “With binding death benefit nominations […]

The only way to address inflation risk and longevity risk is to invest in growth assets, according to a leading financial author. “You can’t just be invested for interest to deal with inflation risk and longevity risk. You need to have growth assets where you’re getting some growth in the capital as well as an […]

The federal government today released the first tranche of exposure draft legislation for superannuation reforms that were announced in the 2016 federal budget.

Federal Revenue and Financial Services Minister Kelly O’Dwyer has branded the super policy of opposition leader Bill Shorten backwards and an attack on aspirational Australians trying to save for their retirement.

The Australian Securities and Investments Commission (ASIC) has banned Park Trent Properties Group chief executive and director Ronald Cross from providing financial services for four years, after it was found he extensively and illegally publicised the purchase of investment properties through an SMSF to clients.

An efficient SMSF sector helped steer the whole superannuation industry to deliver value for all Australians, according to BT Financial Group chief executive Brad Cooper.

Mason Stevens today announced the launch of the first-of-its-kind direct bond investment service via a separately managed account (SMA) structure, designed for advisers seeking to build cost-effective goals-based client portfolios.