News

LICs

Ethical LIC IPO exceeds $38.5 million

The initial public offering (IPO) for ethically screened listed investment company (LIC), the Morphic Ethical Equities Fund, has exceeded its minimum target of $38.5 million, with just over a week of the offer period still to go.

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Superannuation

SMSF Association worried about LRBA changes

The SMSF Association has voiced its concern over the federal government’s declared intention to capture the use of limited recourse borrowing arrangements (LRBA) within the total superannuation balance and transfer balance caps.

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Superannuation

Trustee profile not static: report

The profile of SMSF trustees is not fixed and is likely to move into one or two other categories over time, the latest industry report has revealed.

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Superannuation

Super reform myths dispelled

SuperConcepts has moved to dispel certain misconceptions it has identified as being held by financial advisers and SMSF trustees about the new superannuation reforms in a technical paper.

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Business News

Class takes 22 pct of SMSF market share

Class has reported the number of SMSFs on Class Super increased by 5067 to 132,873 for the quarter ending 31 March, taking its share to 22.4 per cent of the estimated 593,000 SMSFs in the market.

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Investments

Trustees are jumping on start-up opportunity

There are great potential rewards for SMSF trustees from investing in high-growth Australian start-ups, with ventures such as Atlassian and Canva scoring huge company valuations. 

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Business News

Revised SMSF trust deed launched

Specialist SMSF document provider NowInfinity has made a new trust deed available to advisers and trustees allowing for all the system changes brought about by the super reforms set to take effect from 1 July.

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Practice Management

New breed of SMSFs to drive advice model

SMSF investors who fall into the outsourcer and coach seeker categories are destined to disrupt the industry and the way advice is delivered in the future, according to the latest industry research.

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Accounting

Robo-advice good move for accounting clients

Industry analysis has shown automated or robo-advice can add the element of service accountants require to fulfil their existing SMSF clients’ unfulfilled needs, according to a senior research house executive.

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Accounting

Slight changes required for actuaries

Actuaries will need to address a small number of changes in relation to issuing actuarial certificates, despite the government’s decision to keep them in place for unsegregated funds when claiming exempt current pension income (ECPI).

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