Financial advisers can save clients thousands of dollars in fees in the current low-return environment by using new technology to process foreign exchange transactions.

Trustees can use their own expertise to formulate an investment strategy, but still have to provide reasons for any large positions they may hold.

SMSF trustees are factoring in the need for more complete investment strategies following pressure from auditors and the ATO.

The degree of difficulty associated with obtaining a proper valuation for an investment can indicate whether the asset is suitable for an SMSF.

SMSF trustees can now access gold using manager Rush Gold in their superannuation portfolios by way of BGL’s administration and investment platforms.

SMSF trustees’ preference for investing in direct shares is continuing to present diversification issues in their fund portfolios.