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SMSF

Tax retirement earnings at flat 15%, says consultant

JAMES FERNYHOUGH  |  THURSDAY, 31 JUL 2014
A flat 15% tax on post-retirement investment earnings would solve the problem of lost tax revenue through self-managed superannuation funds (SMSFs), according to Andrew Baker, managing partner at Tria Investment Partners.

SMSFs get off lightly in FSI interim report

JAMES FERNYHOUGH  |  WEDNESDAY, 16 JUL 2014
Self-managed superannuation funds look unlikely to face any major regulatory overhauls as a result of the Financial System Inquiry (FSI), recommendations made in the interim report suggest.

HOSTPLUS nearly ready for SMSF infra investments

JAMES FERNYHOUGH  |  WEDNESDAY, 9 JUL 2014
HOSTPLUS' infrastructure investment option for self-managed superannuation funds (SMSFs) is ready to go, pending the approval of the Australian Prudential Regulation Authority (APRA), the fund's chief investment officer Sam Sicilia has said.

Manny Pohl issues prospectus for new retail LIC

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
Manny Pohl's boutique Australian equity house, ECP Asset Management (ECPAM), has released the prospectus for a new small- and mid-cap listed investment company (LIC).

SMSF members getting younger

MARK SMITH  |  TUESDAY, 24 JUN 2014
More than six in 10 self-managed super fund (SMSF) members are aged between 34 and 54 as Australian Taxation Office (ATO) data shows members are getting younger.

Getting ideas across to SMSFs the first battle: AMP

JAMES FERNYHOUGH  |  FRIDAY, 13 JUN 2014
Distributing ideas to self-managed super funds (SMSF) is the first challenge for product providers looking to crack this inaccessible market, according to AMP Capital portfolio manager for infrastructure Perry Lucas.

SMSF flexibility makes them error prone

ALEX DUNNIN  |  FRIDAY, 16 MAY 2014
Self-managed super funds not being required to report to their members is one of the reasons these funds are vulnerable to compliance problems.

SPAA applauds tax changes to excess contributions

JAMES FERNYHOUGH  |  WEDNESDAY, 14 MAY 2014
The government will allow individuals to withdraw superannuation contributions in excess of the non-concessional contributions cap made from 1 July 2013, it has said in the budget.

FEATURE: Managing SMSF growth

LAURA MILLAN  |  FRIDAY, 9 MAY 2014
Self-managed superannuation funds are synonymous with growth. As their number surpasses the half a million mark, Laura Millan looks at the opportunities for individual investors and how SMSFs could contribute to the Australian economy

SMSFs want access to infrastructure and corporate bonds

JAMES FERNYHOUGH  |  MONDAY, 14 APR 2014
The Financial System Inquiry should look into ways of making direct investment in infrastructure and corporate bonds more accessible to self-managed super funds (SMSFs), the SMSF Professionals' Association of Australia (SPAA) has argued.