Topdocs has formed a partnership with National Australia Bank (NAB) to provide a streamlined solution for advisers to establish cash management accounts (CMA) at the same time as ordering their SMSF, company and trust documentation.

Failure by trustees to take responsibility and complete structured investment strategies could seriously compromise compliance rules if their house was not in order, according to online service provider SMSFCheck.

The SMSF Association has cautioned the sector that only full compliance with the new SuperStream regulations will guarantee retirement savings contributions are directed to the desired superannuation fund.

The Self-Managed Independent Superannuation Funds Association (SISFA) has revealed it will expand its profile in the SMSF industry by stepping outside of its usual technical realm and become much more relevant on a trustee level.

Robo-advice’s ability to deliver detailed retirement income estimates would not only be a meaningful tool for SMSF advisers, but could also benefit accountants and administrators in the sector.

An environment of sluggish, low and no growth was making it difficult for SMSFs to locate quality investment opportunities, but paying attention to the patterns playing out in markets can help trustees to make more confident decisions. “This is probably one of your biggest issues – where do I find safety?” Henderson Maxwell chief executive […]

Industry research specialist CoreData, in conjunction with , hosted the third annual SMSF Service Provider Awards in Sydney in September, recognising the best market participants as determined by SMSF trustees and members. Excellence in the sector was acknowledged across 11 categories of member services, amid a challenging environment of shifting trustee behaviours, CoreData principal Andrew Inwood […]

The issue of whether SMSFs can receive United Kingdom pension rollovers has taken a positive turn, with the latest release of the Qualifying Recognised Overseas Pension Scheme (QROPS) list including one self-managed fund.

SMSF investors were buying between $150,000 to $200,000 worth of gold for their portfolios as they recognised the advantages of investing in the asset class, according to a precious metal and gold bullion specialist.