SMSFs with derivatives that give rise to a charge over the fund’s assets have to fulfil the additional compliance requirement of having a derivatives risk statement in place, an SMSF legal expert says.

Investors with money locked in frozen managed funds will be able to access up to $100,000 under new ASIC relief measures.

Challenger has expanded its annuity range with the release of a guaranteed floating-rate lifetime annuity linked to the Reserve Bank of Australia cash rate.

SMSF trustees in the main have left the investment mix of portfolios untouched in the wake of the market disruption resulting from the COVID-19 pandemic, the latest sector research has shown.

Making infrastructure assets more available to SMSFs may not provide the post-COVID-19 investment solution for the sector as first thought, a panel of industry thought leaders has said.

The high levels of equity holdings inside SMSFs will increase the decline in assets compared to other superannuation sectors, according to an industry research group.