Knowing which assets to leave or switch back to the accumulation side of an SMSF is crucial for the optimal tax effectiveness of the fund in light of the proposed $1.6 million transfer cap, an SMSF expert has said.

The risk associated with hybrids – debt securities with characteristics between a bond and a share – needs to be understood by individuals before they are included in an investment portfolio, a senior executive specialising in fixed income has said.

AMP’s SMSF business arm, SuperConcepts, has revealed it will ramp up its education efforts for SMSF trustees via a new online capability to be launched next month.

Strategies around structural financing or capital funding were the next major pioneering stage for SMSFs, a sector expert has said.

Market volatility could lead to opportunity for patient investors, according to a fund manager specialising in contrarian strategies.

Investors needed to tune out from industry noise when making investment decisions to strengthen portfolios and prevent churning, AMP head of investment strategy and chief economist Dr Shane Oliver has said.

When assessing the use of fund managers, investors should not look at the choice between active and passive management as mutually exclusive because that mindset might cause them to miss out on valuable return opportunities, according to a senior financial services executive.