One of the recommendations of the Cooper Review of the superannuation system, accepted by the government, will require self-managed superannuation funds (SMSFs) to consider death and permanent ...

Most self-managed super fund trustees would understand – hopefully – that they are required under superannuation law to “formulate and implement" an investment strategy for the fund, having regard to ...

SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting the new requirement, says David ...

A leading superannuation and insurance actuary believes many members of self-managed super funds (SMSFs) do not carry any life, permanent disability or income-protection insurance, placing themselves ...

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 ...

It is a little known fact that SMSF trustees are legally required to routinely consider whether life insurance cover is appropriate for members of the fund. It doesn’t mean that life insurance needs ...

With another new year coming, conducting an annual SMSF “health check” can help trustees keep their fund compliant, ...

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 ...

Add articles to your saved list and come back to them any time. Complaints made by self-managed super fund trustees about inappropriate financial advice for their retirement savings made up 65 per ...