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 ...

However, Glen Mesch, head of advice and growth at Integro Private Wealth, said certain things should also prompt an earlier ...

Self-managed superannuation funds are having a moment. In 2025, SMSF membership grew by 5 per cent – the highest growth rate in 12 years – and today nearly 1.2 million Australians have their super in ...