smsfs

As the quantum of advisers has decreased those that remain have consolidated client books, which has led to a higher proportion of high-balance SMSFs coming under advice.

Borrowing to invest in property within an SMSF vehicle has merit, which is why so many people have done it. But there are risks in placing such a lumpy asset in a restrictive environment that all investors should be aware of.

Banks, credit unions and building societies have been raising TD rates in tandem with RBA cash rate bumps. For investors, the upwind trail should be treated with caution.

The establishment of SMSFs is increasing at a record pace, but the growth is coming from a whole new area.

The end of the financial year is closing in fast after what has been a tumultuous period for many in Australia. Despite a reasonably uneventful year for superannuation legislation and policy changes, opportunities abound for superannuants and investors of all kinds. One of the most important roles of a financial adviser is to prompt and…

While all the headlines are dedicated to the ballooning budget deficit, tax cuts and a departure from the traditional “balance the budget” approach of the Coalition, there were a number of positive takeaways for both older and younger Australians. The announcements have increased the flexibility and attractiveness of both the superannuation and self-managed super fund…

$200 billion industry super fund, AustralianSuper, which is Australia’s largest both by members and assets, this week confirmed that the ETF Securities Gold ETF (ASX: GOLD) had been added to its member direct investment menu. The member direct investment menu offers members the ability to build their own portfolio, under the AustralianSuper banner, from a…

Listed fintech RAIZ Invest (ASX: RZI) this week announced they had ‘established the process to allow SMSFs to invest’ in their diverse range of ETF model and Custom Portfolios. The announcement flags an acceleration of the $665 million platforms growth strategy as it continues to disrupt the Australian investment landscape. RAIZ has traditionally focused on…

Unlike their counterparts at the big end of town, the trustees of SMSFs were given a glowing endorsement by Senator Jane Hume, the assistant minister for superannuation, at the SMSF Association annual conference this week. Her conference speech on the first day of the two-day virtual event (February 16) probably would have drawn rapturous applause…

Four years ago, old high-school buddies Nicholas Quinn and Jesse Moors were taking in the sunshine at a café on Melbourne’s Southbank, when they decided to take their mutual interest in stock market investment to the next level. Quinn, a former PwC global tax specialist, and Moors, formerly a business development manager at CPA Australia,…