News

Retirement

Super set to play bigger retirement role

Statistical evidence shows superannuation is likely to play a more significant role than it currently does in the retirement income space for Australians, a senior financial services executive has said.

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Accounting

Yield-only fixation brings unnecessary risks

SMSF trustees must not simply chase yield as they may be subjecting their portfolios to unnecessary risks, according to AMP Capital.

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Regulation

ASIC funding legislation passed

The bill containing the measure that supports the fees-for-service industry funding for the Australian Securities and Investments Commission (ASIC) passed through Parliament today.

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Investments

Super rules not cause of LRBA slowdown

A recent SMSF industry survey has revealed 41.8 per cent of all direct property holders had a gearing arrangement in place in the March quarter, slightly up from 40.78 per cent in the previous quarter, however, the super reforms are not to blame for the slowdown in growth.

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Regulation

SMSFs retirement income leaders

The SMSF sector is leading the way with regard to retirement income solutions due to the large number of its members being in retirement or pre-retirement, a senior funds management executive has said.

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Investments

Slow progress in closing super gender gap

New research shows the superannuation savings gap between men and women narrowed in the 2016 financial year, however, Australia’s largest super fund believes the gap is not closing fast enough.

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Strategy

Storm joins new digital platform provider

Industry stalwart David Storm has joined technology firm Spitfire Corporation to head distribution for its contemporary total wealth and single ecosystem digital platform supporting advisers to deliver a consolidated offering to clients.

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Regulation

Poor understanding of hybrid risk remains

A majority of SMSF investors who hold hybrid securities do not appreciate all of the risks associated with the investment, according to BetaShares.

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Investments

Alternative wealth accumulation structures

The reduction in the non-concessional contribution cap to $100,000 a year and to nil for clients with total super balances of $1.6 million or more has meant many clients are seeking alternative wealth accumulation vehicles.

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Strategy

Retirement income strategy not disruptive

retirement phase TRIS

The proposed requirement for SMSFs to develop a retirement income strategy is not expected to be a major issue for trustees to implement, though planning for longer periods may have some repercussions, an SMSF specialist adviser has said.

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