The way SMSF investors use and understand franking credits associated with Australian equities leaves a lot to be desired, according to a technical expert associated with the industry.

Financial planners need to reassess the way they manage retirement incomes as restrictive, product-focused thinking is creating risks for clients.

Continued SMSF migration represents significant latent demand for professional advice and assistance, though accountants rather than financial advisers may benefit most from the trend, according to the latest Core Data research.

Specialist SMSF service providers Bendzulla Actuarial and Class Super have jointly improved the process of obtaining actuarial information through greater automation.

The Australian Taxation Office (ATO) will crack down on SMSFs that fail to lodge annual returns in a timely manner by preventing them from receiving employer contributions and rollover benefits from large superannuation funds.

AMP Capital has appointed Tim Keegan to the newly created role of head of SMSF, as it prepares to develop specific solutions for the segment for release in 2014.

A high number of accountants who are not accredited to provide investment advice have been referring their SMSF clients to one rather than several financial planners, according to the latest Investment Trends research.

Recent research performed on the superannuation industry indicates client retention will be the most important factor for advisers operating in the SMSF sector, according to a sector expert.

Advisers must harness strategies to properly manage and maximise contributions in SMSFs to enable their clients to get the best possible outcomes for retirement.