SMSF advisers should consider bonds and fixed income investments for clients transitioning from the accumulation into the retirement phase, one industry expert has recommended.

The Australian Taxation Office (ATO) is closely monitoring trustee education seminars, particularly those being held overseas, to make sure the associated strategies and investments fall into line with the sole purpose test.

Prompt action is required on division 293 tax notices in order to avoid interest payments and penalties, according to a specialist superannuation lawyer.

Superfund Wholesale is preparing to launch a business-building tool to assist start-ups and smaller advisers to compete in the self-managed superannuation fund (SMSF) space.

Home equity bias typically reflected in SMSF portfolios may mean these superannuants will miss better investment opportunities in both growth and value stocks not listed on the Australian Securities Exchange, according to a global funds management house.

Recent industry research performed by Investment Trends has shown compliance is now the biggest challenge financial planners face when servicing their SMSF clients.

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).