A specialist superannuation lawyer has suggested advisers apply a rule of thumb to determine the correct pension to commute in cases where a client’s transfer balance cap is greater than $1.6 million and they have an income stream that consists entirely of a tax-free component and another comprised entirely of a taxable component.

Owners Advisory founder and chief investment officer John O’Connell passed away suddenly last week at the age of 53.

The current industry climate of immense super changes and fast developments in technology presented an opportune time for SMSF practices to focus on new talent and resource needs, according to a financial services graduate placement firm.

The number of SMSFs in Australia could increase as a result of the housing downsizing measure contained in this year’s federal budget, a chartered accounting firm has said.

The Alternative Investment Management Association (AIMA) has revealed it will dedicate more time to the SMSF space, namely increasing its education efforts for trustees about alternatives.

Saxo Capital Markets and OpenMarkets have announced a strategic alliance to deliver a combined holder identification number (HIN) and international equities fintech trading solution, which will address a need from SMSFs looking for global investment diversification.

There have been a number of developments in recent years both in Australia and in the United Kingdom that have reduced the availability and attractiveness of UK pension transfers.