About 13 months ago, three important changes were made to this obligation for self-managed super funds. The first is that your SMSF's investment strategy must be in writing. The second says SMSF ...

It is a little known fact that SMSF trustees are legally required to routinely consider whether life insurance cover is appropriate for members of the fund. It doesn’t mean that life insurance needs ...

Those who run self-managed superannuation funds frequently maintain relatively low balances in Australian Prudential Regulation Authority (APRA)-regulated funds for the sole purpose of accessing ...

As part of a financial planner’s armoury, it is not uncommon to discuss the implications of holding insurance policies inside or outside superannuation. Since the introduction of the Simpler Super ...

Insurance is a key item self-managed superannuation fund trustees sign off each year as part of their investment strategy and returns (you did know that, didn't you?) Yet it's clear that trustees pay ...

Gift 5 articles to anyone you choose each month when you subscribe. The rules around the holding of collectables and personal-use assets owned by self-managed super funds are quite straightforward – ...

Australians are being urged to “slow down” before making major decisions around switching their superannuation funds. The corporate regulator has raised fresh concerns about people's retirement ...

Jody McDonald is a freelance writer based in Brisbane who specialises in writing about business, technology and the future of work. She’s helped a range of SaaS platforms and tech companies share ...

Add articles to your saved list and come back to them any time. Complaints made by self-managed super fund trustees about inappropriate financial advice for their retirement savings made up 65 per ...

Moomoo Australia and New Zealand's recent survey of share investors reveals a strong interest in self-managed super funds (SMSF), particularly for investing in cryptocurrencies and utilizing ...