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 […]

The Australian Securities and Investments Commission (ASIC) has clarified its wholesale investor test in regard to SMSF trustees.

A recent court case involving the allocation of death benefits from a superannuation fund could have significant ramifications for the industry, writes Michael Hallinan.

When a client is facing divorce, they must take into account all relevant scenarios when it comes to their retirement benefits, including the option of splitting superannuation assets outside the SMSF, a leading lawyer servicing the sector has said.

Advisers must have specific questions at the front of their minds in relation to the changeover to the new pension rules where deeming could potentially hit clients’ entitlements, according to a specialist superannuation lawyer.