Delivering on client expectations in regard to portfolio construction and investment diversification is the key objective SMSF advisers are looking to achieve, whether through traditional face-to-face advice or via the emerging online automated model.

The treatment of limited recourse borrowing arrangements (LRBA) assets under current draft legislation will diminish the opportunities for SMSFs to implement well thought out strategies, an industry technical expert has warned.

Australians will continue to establish SMSFs in the new world of superannuation post-1 July, however, new trustees and members have been warned to consider their assets due to the level of limitations with the changes.

Following a divorce, over 40 per cent of women will actively change their SMSF’s investment strategy, according to a recent report.

Time is running out for superannuants to ramp up their balances, as well as acquire new business premises via an SMSF, before the opportunity is gone for good, according to HLB Mann Judd.

Advisers must look to cover off three elements that are crucial to providing proper strategic advice for their SMSF clients, a business consultant has said.

SMSF trustees have high growth expectations for the next 12 months, yet as many as 55 per cent have moved to a more defensive asset allocation amid continued market volatility, according to a recent industry paper.

Advisers need to discuss three crucial strategies that are required for every SMSF client as the current number of funds with all three in place is low, an SMSF strategist has said.

A recurring misunderstanding in the industry is that only one investment strategy is required for a husband-and-wife SMSF, according to a technical expert.