News

Auditing, Investments

Court case highlights auditor liability risk

The New South Wales Court of Appeal’s recent decision to overturn the decision of a trial judge and finding an SMSF auditor liable to pay damages for losses incurred by the SMSF illustrates the importance of auditors adhering to their obligations, a lawyer has warned.

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Investments

Hub24 core offer applicable to SMSFs

Adviser investment platform Hub24 has revealed its core solution to be launched soon for clients with lower average balances will appeal to SMSFs due to its flexible nature.

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ASIC, Regulation

ASIC gets enforcement funding boost

The federal government has announced a further $70.1 million in funding for the Australian Securities and Investments Commission (ASIC) to boost its enforcement capability.

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Retirement, Strategy, Superannuation

SMSFs need bonds – why portfolio allocation should change as you age

Portfolio allocation needs change over time. Do you still need a big house for your children? Do you want to move to be closer to family? Has your spending declined or increased? Have your retirement goals changed?

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Superannuation

WAM fights banning of franking credit refunds

Fund manager Wilson Asset Management has started a petition enlisting the support of its clients and any other interested investors to rally against the Labor Party’s proposal to make certain Australians ineligible for imputation credit refunds. Speaking at the 2018 Australian Investors Association National Conference on the Gold Coast last week, Wilson Asset Management lead […]

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Regulation

SMSF Association backs renaming of general advice

The SMSF Association has given its full support to the Productivity Commission’s recommendation to rename the term ‘general advice’.

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Superannuation

Trustees must plan for mental incapacity

SMSF trustees must take appropriate action to ensure a fund’s complying status if they lose mental capacity, a law firm has warned.

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Investments

WCM unveils new fund with corporate culture focus

WCM Investment Management has a new offering in the market incorporating an investment process that focuses on corporate culture, which the firm said will suit SMSF investors.

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Markets

Portfolio protection from volatility rebirth

Market gyrations in February marked a rebirth of share market volatility. After an historically unprecedented period of low or ‘episodic’ volatility, SMSFs now need to be prepared for the new market environment.

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Commercial Property, Regulation, Residential Property

Call for more property spruiking barriers to entry

The SMSF Association has called for the introduction of increased barriers to entry for SMSF property spruikers as a method of reducing the incidence of inappropriate advice involving fund establishment for the purpose of purchasing residential real estate via limited recourse borrowing arrangements (LRBA).

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