Derivative statements need their own documentation, says expert
SMSFs should have a derivative risk statement in place which is ideally a separate document to the investment strategy, warns...
SMSFs should have a derivative risk statement in place which is ideally a separate document to the investment strategy, warns...
Smarter SMSF is launching a new foundations course as part of its “starter, smarter, smartest” SMSF education.
The Melissa Caddick class action reinforces the importance of professional standards within the SMSF industry, says a leading educator.
It may seem that payday super has little to do with SMSFs but it is a measure that triggers many...
A financial services licensee that provided an investment platform for SMSFs has had receivers appointed by the Federal Court.
Victorian SMSF trustees that invest in commercial and industrial property from 1 July 2024 will need to be aware of...
Trustees need to factor in rate rises if they have a related party loan to ensure they meet compliance around...
Nearly 20 per cent of investors who don’t currently hold an SMSF intend to set one up in the next...
Lessons from cases involving discretionary trusts can be instructive for all advisers, including those in the SMSF space, says a...
The number of SMSFs holding ETFs has grown to 505,000 – a 26 per cent increase from last year according...