News

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’.

read more
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.

read more
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.

read more
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.

read more
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).

read more
ASIC, ETFs

ASIC identifies risks in ETP market

The Australian Securities and Investments Commission (ASIC) has identified a range of risks in the exchange-traded products (ETP) market in Australia following a review prompted by the growing interest from SMSF and retail investors.

read more
Regulation, Superannuation

Lack of super objective hinders reform

The Financial Services Institute of Australasia (FINSIA) has called for the primary objective of superannuation to be legislated, arguing this oversight is holding the industry back from reform.

read more
Education

Tax practitioners undertaking CPE review

The Tax Practitioners Board (TPB) will carry out reviews of continuing professional education (CPE) records of over 1000 tax practitioners in 2018/19.

read more
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
Superannuation

Superannuation death benefits – consider the children

A relatively unpublicised aspect of the 2017 superannuation reform legislation is the potential limitation on paying death benefit income streams to children.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.