News : Strategy

Fixed Income, Investments, Strategy

Neuberger Berman actively targets SMSF sector

Investment management firm Neuberger Berman is ramping up its focus on SMSF investors in the area of global fixed income capabilities.

read more
Retirement, Strategy, Superannuation

TBC may expose super benefits to unwanted parties

SMSF trustees who have had to roll back some of their fund assets from pension to accumulation phase to comply with the $1.6 million transfer balance cap may have inadvertently given access to a portion of their retirement savings benefits to unwanted parties upon death, according to a technical expert.

read more
Investments, Retirement, Strategy

Dividend income tips for the new financial year

Pension-phase investors represent one fifth of Australia’s $2.5 trillion superannuation pool and many seek a regular investment income to supplement the government pension. Generating income is one of their top priorities and for their advisers too.

read more
Business News, Investments, Strategy

Retirement alliance extends franking ban efforts

The Alliance for a Fairer Retirement System, comprised of several industry associations, is working with the Council of Small Business Organisations Australia (COSBOA) to highlight concerns about proposed Labor policy to disallow refunds of excess franking credits.

read more
Retirement, Strategy

Drawdown strategies must maximise tax position

Advisers must work with their SMSF clients to ensure they maintain the optimal tax position of the fund when a pension above the minimum drawdown amount is being sought, a technical expert from the sector has said.

read more
Financial Planning, Strategy, Superannuation

Deductible contributions top adviser query

During the June quarter, deductible personal super contributions have been the top query coming from financial advisers, following super reforms allowing more Australians to use this strategy and top up their retirement savings, according to BT Financial Advice’s (BTFA) technical team.

read more
Financial Planning, Investments, Strategy

Global funds added to platforms

Specialist global equities fund manager Cooper Investors has increased its access to the retail market following the addition of its two long-only global funds to two more platforms.

read more
Investments, Strategy

No substitute for bonds

Let’s face it: cash is still king with Australian investors. This was once again confirmed in the recent Vanguard/Investment Trends SMSF study showing cash makes up nearly one-quarter of investor portfolios.

read more
Investments, Strategy

Bad news veiling agriculture opportunities

Many SMSF investors are unaware of the benefits of diversifying into the agriculture sector due to misconceptions driven by negative farming stories.

read more
Residential Property, Retirement, Strategy

Baby boomers must be on top of property research

A new report has outlined issues baby boomers heading into retirement need to be aware of when looking for solid investment properties.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.