SMSF investors must make sure the definition of infrastructure applied by fund managers they are considering engaging is proper in order for the portfolio allocation to achieve its coveted benefits, according to a specialist portfolio manager. Magellan Asset Management portfolio manager Gerald Stack defined those coveted traits as being highly defensive, inflation linked and having […]

The ATO will concentrate on cases of serious non-compliance from SMSFs in the coming financial year. Speaking at the Chartered Accountants Australia and New Zealand 2016 National SMSF Conference in Melbourne, ATO superannuation assistant commissioner Kasey Macfarlane said: “We’ll be looking at those instances, number one, where trustees are persistently, deliberately not complying with their […]

Women were becoming increasingly confident in taking control of their superannuation, signalling it was time for the federal government to create a legislative and regulatory environment that further encouraged them to do so, according to the SMSF Association.

What is the definition of a tax dependant? It seems such a simple question, yet the answer continues to perplex clients, advisers, lawyers and the tribunals alike.

The federal government’s new non-concessional contribution (NCC) cap will result in fewer complications than the original retrospective lifetime measure from an SMSF administration standpoint, however, the legislation itself must avoid introducing any administrative difficulties.

Growing a substantial superannuation balance within an SMSF might not be the best decision going forward due to further uncertainty over future legislation, according to an SMSF expert.

Australia’s social investment community SelfWealth has officially launched the first flat-fee brokerage solution in the country, and has already experienced strong take-up and interest.