SMSF practitioners can employ three key contribution strategies for clients aged 45 to 65 to get the most out of their super concessions in this life-cycle phase.

Implementing an investment philosophy is vital for consistent decision-making across advisers, staff and clients, in turn making the job of the practitioner much easier.

The University of Adelaide today announced it has teamed up with SMSF retirement specialist Accurium to launch Australia’s first SMSF retirement-specific course for SMSF practitioners. The one-day SMSF Retirement Essentials course will be offered in Adelaide as well as Brisbane, Melbourne and Sydney, with the inaugural course due to be held on 16 March in […]

Income bucketing strategies have proved effective for many SMSF trustees due to their ability to help retirees maintain a disciplined approach to investment while providing them with regular income payments.

Transferring property within an SMSF to the next generation upon the death of a member could be tackled in a number of ways, but required robust planning in order to avoid major issues.

The federal government has asked the Productivity Commission to review all aspects of the superannuation system, including SMSFs.

Australia’s superannuation industry needed to focus and move forward on what united it instead of becoming fixated on divisive issues, SMSF Association chief executive Andrea Slattery said today.

The ATO is soon likely to allow SMSFs with no assets at 30 June to apply for a return not necessary (RNN) classification as long as they showed that they now contained assets.

When it came to the gender split of SMSF trustees, women’s confidence in relation to their fund was much higher than previously thought, according to the latest industry research.