The profile of SMSF trustees is not fixed and is likely to move into one or two other categories over time, the latest industry report has revealed.

SuperConcepts has moved to dispel certain misconceptions it has identified as being held by financial advisers and SMSF trustees about the new superannuation reforms in a technical paper.

Treasury’s decision to uphold the requirement to obtain an actuarial certificate for unsegregated, or proportional, funds when claiming exempt current pension income (ECPI) has been applauded by SMSF industry executives, who have labelled the move a positive outcome for the sector’s integrity. The Treasury Laws Amendment (Fair and Sustainable Superannuation) Regulations 2017, issued on Monday, […]

The number of cases of insolvent and bankrupt trustees has increased, putting the SMSF itself in danger of being targeted by creditors chasing owed assets.

SMSFs looking to make non-concessional contributions (NCC) ahead of the new super rules must consider other structures or avenues besides superannuation and pure cash holdings in order to increase their balances, according to an industry executive.

The latest joint research from SuperConcepts and the University of Adelaide’s International Centre for Financial Services has determined the SMSF asset balance at which investment returns generated significantly improve for members.

The Australian Securities and Investments Commission’s (ASIC) announcement at last month’s SMSF Association National Conference that it will be conducting a shadow shopping exercise on SMSF advice has been met with a mixed reaction from sector practitioners.

The SMSF Association and Financial Services Council (FSC) are joining forces for a conference that will explore why women retire with substantially lower superannuation balances than men.