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).

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.