Keeping SMSF clients wary of home bias
SMSFs’ heavy allocation in Australian equities continues to place them at risk of missing out on growth opportunities in the future
Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
SMSFs’ heavy allocation in Australian equities continues to place them at risk of missing out on growth opportunities in the future
If you’re a newly graduated professional or are planning to make the move into SMSF services, here are seven important factors firms look ...
SMSFs remain an important tool in providing for a tax-effective retirement. However, the limitations that come into effect from 1 July 2017 ...
With the 31 January deadline for the LRBA safe harbours now over and lenders continuing to tighten loan conditions, what will be the key ...
For SMSF clients holding property in their super fund via a bare trust, what are the processes involved in transferring the property from ...
Selecting investments for your SMSF clients, particularly managed funds, can be a complicated process. However, using various metrics can ...
Political changes and their impact on economies and markets will again be at the forefront of your clients’ minds this year, but which ...
SMSF trustees are approaching the biggest change to the operation of their SMSF since 2007 when Simpler Super was introduced. What does this ...
While the superannuation industry has no objection to implementing a broader objective for super, it appears the government may have already ...
As environmental, social and governance issues take centre stage in 2017, let’s look at some key areas professionals should be across with ...