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SMSFs have long been prone to a strong home market bias, but adding a blend of funds can add diversification without blowing out costs or risk, says PineBridge’s Hani Redha.

The end of financial year is looming but it’s not too late to put in place some smart superannuation strategies before 30 June to help reduce tax liabilities.

The life insurance of self-managed super fund trustees who have opened APRA-regulated super funds to access this protection could be under threat, warns the SMSF Association.

Superannuation funds are bracing for another wave of policy changes with a new-look Senate and a fresh face in the superannuation and financial services portfolio.

Self-managed super trustees need to be aware of an additional reporting deadline that falls on 15 May 2019, due to the $1.6 million transfer balance cap introduced ahead of the 2018 financial year.

Labor's plan to scrap cash payments for excess franking credits is unlikely to dent share prices for fully franked stocks if the proposal becomes law in July, according to one Aussie fund manager. 

Josh Frydenberg's first and possibly last budget, and one that the coalition is pinning its thin election hopes on, may include several sweeteners for superannuation members.

As with decluttering your home, winnowing down your number of accounts - and the holdings within them - can be incredibly clarifying.

The head of the SMSF Association has backed a bill that would allow the number of members in a self-managed fund to increase from four to six, saying it will help retirees manage Labor’s plan to axe cash refunds for franking credits. 

Self-managed super funds have heeded calls to keep calm in the face of last year’s global market rout, finding pockets of opportunity among blue-chip stocks at bargain prices.

Frozen seamen, taxi plates, and water vending machines are among the most exotic assets popping up in the portfolios of SMSFs new analysis reveals, even as the asset class continues to decline in popularity.

The wealth of Australian households could fall this year as property prices drop and as share prices possibly correct further.

Super funds delivered their worst performance in seven years during 2018, returning an average of just 0.8 per cent across growth funds, research shows.

Australians could retire with an extra $500,000 in superannuation if the federal government makes changes to the $2.8 trillion sector, according to a new report.

The complex task of comparing fees charged by superannuation funds could soon get easier if new rules proposed by the corporate watchdog are enacted.

More than 60 per cent of SMSF trustees say their share portfolio would shift away from local to overseas equities, according to a SuperConcepts survey.

Couples increasingly disagree on when they're going to retire and how much they'll need to have saved, but there are ways to avoid the shock, writes Mark Miller.

When markets swing wildly conventional wisdom suggests doing nothing may be best, but for people closer to retirement that's not always the best strategy, says Christine Benz.



Safeguarding your finances against cognitive decline Blend funds to improve SMSF investment mix, says PineBridge A blueprint for building your financial plan
Safeguarding your finances against cognitive decline Blend funds to improve SMSF investment mix, says PineBridge A blueprint for building your financial plan

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