SMSF trustees were turning to low-volatility stocks to complement the large caps in their portfolios, particularly as continued volatility was expected in the next year, according to investment manager AllianceBernstein (AB).

The Institute of Public Accountants (IPA) is adopting advice as a key area of focus for its members in terms of educational pathways, as it looks to broaden the traditional suite of services accountants offer.

SMSF allocations to cash and term deposits increased almost 3 per cent in the March quarter as investors reacted cautiously to current volatile market conditions, according to the latest analysis from OneVue.

The changes to the superannuation contributions caps announced in the 2016 federal budget will make the administration of an SMSF a great deal more difficult, according to a technical expert for the sector.

BT Investment Management (BTIM) is continuing its activity in the SMSF space, almost 18 months since it placed a greater focus on the segment.

The SMSF Association has given its support to the changes to the draft legislation covering the professional standards of financial advice.

Fiducian subsidiary Fiducian Business Services (FBS) is set to boost its focus on SMSF administration this year following an expansion, with plans to lift the number of SMSFs it administers.

Fractional property investment firm DomaCom has praised Treasurer Scott Morrison’s decision to block the sale of Kidman Station to a Chinese consortium on the grounds it could be contrary to the national interest.

Advisers need to take into account several factors when contemplating servicing a new SMSF client. Michael Hallinan looks at a dozen important issues for practitioners to assess in these situations. When taking on a new SMSF client, should an adviser first undertake an engagement audit of the fund? If so, why? And if such an […]