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 ...
Recommending insurance in a self-managed super fund can be a complicated process. Troy Smith explores the factors involved in placing insurance in a SMSF and answers some of the questions associated ...
Insurance cover through a self-managed superannuation fund (SMSF) can be very beneficial for a number of reasons. Firstly, where a member is making salary sacrifice contributions, they can effectively ...
Burgess said successive years of near-record growth is highly unusual and suggests structural change is underway, with more people seeking greater control, higher engagement and more personalised ...
Unlike industry super funds, where new members can opt in to default insurance arrangements, SMSF trustees have to seek out bespoke insurance solutions for their members which can be both time ...
Many people setting up a self-managed superannuation fund for the first time choose to keep their old [retail or industry] fund account open to continue their insurance. But it’s also possible to ...
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 ...