6/03/2014 | 7:30 AM There is no one-size-fits-all solution in direct fixed-income investment as all retirees have different risk profiles and income needs, according to FIIG Securities' Elizabeth Moran.
24/02/2014 | 7:37 AM New ATO penalties, higher education standards and a potential role in nation-building were among the key items raised at a recent national SMSF conference.
7/02/2014 | 7:41 AM Trustees need to grapple with a number of legislative changes made by the ATO.
3/02/2014 | 7:25 AM SMSF trustees and investors generally need to take necessary steps to mitigate the potentially destructive impact of "sequencing risk" on their retirement portfolios.
24/01/2014 | 9:15 AM Westpac's David Simon outlines five key new year resolutions that will maximise portfolio performance.
22/01/2014 | 7:27 AM Property expert Margaret Lomas outlines effective strategies for maximising a property portfolio and managing these assets in retirement.
21/01/2014 | 8:09 AM SMSF Academy's Aaron Dunn outlines the implications behind the ATO's crackdown on "dividend washing".
14/01/2014 | 8:29 AM The right help is needed on tax audits as the Australian Taxation Office has medium-sized businesses and wealthy individuals in its sights this year, argues HLB Mann Judd.
18/12/2013 | 7:34 AM A new government inquiry into financial services will be among the key issues trustees will have to grapple with in 2014.
16/12/2013 | 7:31 AM The abolition of the 15 per cent tax was an early gift from Santa and trustees will be hopeful their stockings will be filled with more tax benefits in the new year, SuperGuardian's Olivia Long says.
3/12/2013 | 7:38 AM While ASIC has turned the spotlight on property spruikers, SMSF trustees may be better informed about gearing into property, Xpress Super's Olivia Long says.
22/11/2013 | 7:35 AM Beyond compulsory super, former prime minister Paul Keating introduced another policy that is a huge benefit for SMSF trustees and income-focused investors.
6/11/2013 | 7:24 AM A number of steps can be taken in order to minimise the impact of sequencing risk on retirement portfolios, according to HLB Mann Judd's Chris Hogan.
31/10/2013 | 7:27 AM Focussing on minimum balances and costs misses critical elements of the SMSF debate, Xpress Super's Olivia Long says.
30/10/2013 | 10:10 AM Should minimum balances be set for SMSFs in order for them to be run effectively?
3/10/2013 | 7:11 AM The recent debate about SMSFs and property has turned the spotlight on the need for trustees to get independent advice when entering into property investments.
20/09/2013 | 7:33 AM BT Financial Group's Bryan Ashenden explains the proposed guidelines for advisers operating in the SMSF market and the implications for trustees.
18/09/2013 | 8:13 AM It may come as a surprise that the most liked stocks among SMSF trustees are outside the banking and defensive sectors.
13/09/2013 | 8:08 AM The new government will cut back on concessions for low-income earners and will most likely re-think excess contributions for SMSFs.
5/09/2013 | 7:38 AM Latest reforms to excess concessional contributions is great news, however, trustees still need to still consider a number of key things when making these contributions.
20/08/2013 | 4:01 PM Trustees need to be mindful of certain rules that are downright vindictive towards people whose only crime is aiming to be self-sufficient.
6/08/2013 | 7:24 AM Retirees may look to negative gear into property as a way to boost their wealth, but is it such a good idea?
30/07/2013 | 8:27 AM After having survived 30 June, there are plenty of changes afoot in the superannuation arena, says superannuation expert Michael Hallinan.
23/07/2013 | 7:21 AM There is much discussion about how the SMSF sector is increasing in size, but there is little insight into the behaviour of investors within this sector.