Liquidity risk remains one of the most persistent challenges for trustees of self-managed superannuation funds (SMSFs), ...
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 ...
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 ...
On the back of a recent survey of 400 financial advisers on the knowledge and take-up of life insurance within self-managed super funds (SMSFs), AIA Australia has made it clear that trustees now have ...
Almost 650,000 Australians now control over $1 trillion in assets through self-managed super funds (SMSFs), according to the Australian Tax Office (ATO). That number keeps growing, but so do the ...
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