Investing in entities recognised as early-stage innovation companies (ESIC) can deliver significant tax advantages for SMSF members, according to a specialist fund manager.

International fund manager Fidelity has implemented a strategy to introduce a series of active exchange-traded funds into the market with the express view of assisting SMSF investors achieve better portfolio diversification.

SMSF trustees looking to invest in infrastructure via a fund manager must examine the nature of the underlying assets in the portfolio to ensure they are not exposed to sovereign risk, according to a specialist investment house.

Sydney-based boutique investment firm Private Portfolio Managers (PPM) has announced its separately managed account model Australian equities and global equities portfolios are now available on multiple platforms.

The federal government has backed down on its proposal to count outstanding limited recourse borrowing arrangement (LRBA) loan balances against an SMSF member’s total super balance by making a key amendment to the measure.

A technical expert has expressed his concerns about the poor quality of advice some SMSF trustees have admitted to receiving with regard to the super reforms capital gains tax (CGT) relief provision.

SMSF trustees whose property is acquired through compulsory acquisition can purchase a new property, classify it as their main residence, and still qualify for the 10-year criterion as per the downsizer contributions rules, according to an industry expert.