Partial pension commutations have the potential to become more common as part of a strategy to comply with the transfer balance cap (TBC), the director of an advisory firm has said.

The strategy to use family trusts in conjunction with SMSFs is potentially going to gain significance for retirees in the wake of the new super reforms, a specialist lawyer has predicted.

Listed wealth management platform Hub24 has revealed it will continue to expand its product menu for advisers to address SMSF portfolio needs as part of its ongoing plans for the sector.

Australia’s SMSFs benefited from a positive year for Australian stocks and residential property in fiscal 2017. However, achieving the same results could prove more problematic in the year ahead without the right investment strategy and appropriate risk management.

Legitimate reasons still exist to run two or more SMSFs in conjunction with one another despite the ATO’s dislike for the strategy on tax avoidance grounds, according to an SMSF lawyer.

An SMSF technical expert has warned advisers to be mindful not to let the strategies they recommend to clients in regard to the super reforms compromise members’ ability to use some of the provisions in the new rules.

SMSF member appetite for yield could result in a significant asset reallocation within these investment portfolios away from cash and into domestic equities in the coming years, according to an Australian equities analyst.

SMSFs are not a suitable vehicle to facilitate the First Home Super Savers Scheme due to the nature of the structures and the flow-on effects that may result from the strategy, a specialist superannuation lawyer has said.

The methodology used for the valuation of assets to determine compliance with the new transfer balance cap still requires clarity, according to an SMSF strategy expert.