Trevor Clisby has joined the team of independent stock research company Skaffold to lead its push into the SMSF administration market.

CPA Australia has advised its members against signing financial advice certificates required by some banks to finalise limited recourse borrowing arrangements (LRBA) due to any professional liability that may arise from doing so.

SuperStream Gateway provider GBST has initiated the delivery of the industry’s first live electronic choice contributions messages destined for self-managed super funds (SMSF).

ASIC has issued infringement notices to two self-managed superannuation fund (SMSF) advisory services for misleading claims made online.

The use of stochastic models is a more effective method in addressing issues such as longevity and sequencing risk when attempting to formulate optimal financial plans for individuals in retirement, according to a specialist SMSF actuary.

Andrea Slattery takes a look at what government departments and key regulators are saying about the SMSF sector in their submissions to the Financial System Inquiry.

The latest industry research into the SMSF industry has shown practitioners specialising in providing SMSF advice are generating significantly more revenue from the sector than those financial planners still considered generalists.

Wealth professionals in the SMSF space will better interact with and capture next generation trustees by sticking to their key issues rather than getting into the finer details of strategies.

Proper use of the non-concessional contributions caps can boost one’s retirement savings. Tim Miller explores the complexities in maximising the effectiveness of these types of contributions. Prior to the introduction of the non-concessional contributions cap, large lump sum (non-deductible) contributions were commonly used to increase savings prior to retirement and/or facilitate certain asset acquisitions, such […]