SMSF advisers and trustees need to be aware the ATO’s practical compliance guideline (PCG) issued last month regarding limited recourse borrowing arrangements (LRBA) does not cover all assets or all aspects of these types of gearing strategies, according to some sector experts. SMSF Design chief executive Tracey Besters pointed out the safe harbour circumstances outlined […]

BlackRock believes SMSF trustees will see the appeal of its new proposition, iShares Core, which comprises two new exchange-traded funds (ETF). The iShares Core MSCI World All Cap ETF and MSCI World All Cap (A$ Hedged) ETF were listed on the Australian Securities Exchange on 28 April.  These new funds, together with the iShares Core […]

Defensive asset classes have been marked as the segment to watch, with more flows and demand expected from SMSF trustees in the next 12 months following continued market volatility.

The wide-ranging changes to the nation’s superannuation system delivered in the federal budget will drive greater planning around saving and retirement, which could lead to more Australians seeking control and, in turn, looking to SMSFs.

The latest sector research has shown trustees are gradually moving away from the S&P top 10 shares in search of capital growth and greater yield.

The scrapping of the 10 per cent rule was one positive change in regard to superannuation that was contained in last week’s federal budget, according to a retirement savings expert.

The changes to the superannuation rules contained in last week’s federal budget had implications for financial planning software providers as some inbuilt strategies had now been compromised, according to NowInfinity principal Grant Abbott.

Peer-to-peer (P2P) lending is proving its resilience as an asset class, which in turn is drawing more interest and flows from SMSFs.