Macquarie launches SMSF toolkit
Macquarie has launched a self-managed super fund (SMSF) toolkit to support advisers in managing their clients' SMSFs and improve client engagement.
Macquarie's MAStech team has provided calculators that can assess different SMSF scenarios and help advisers understand the implications of borrowing to invest in property inside and outside of super.
Its technical materials include in-depth articles on SMSF lending rules and new regulations, to help advisers keep track of superannuation and tax issues.
The toolkit offers information on different SMSF solutions, including Macquarie's Cash Management Account and its SMSF Property Loan, to help advisers select the right product mix for their clients' SMSFs.
A good practice section can help advisers engage prospective clients and provides materials such as templates and guides to assist advisers in conducting client seminars on SMSF strategy best practice.
The toolkit also includes Macquarie's top 10 tips on how to set up, manage and wind up an SMSF.
Macquarie Adviser Services head of product for cash and SMSF solutions, Peter Forrest, said there was a strong demand from advisers for information to help them manage their clients' SMSFs with confidence.
"As well as being the largest and fastest-growing sector of the Australian superannuation industry, SMSFs are also complex.
"There has been a lot of regulatory change in recent years, which means it is important for advisers to keep up-to-date with the changes and be aware of how these can impact their clients."
Recommended for you
High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head of private wealth.
The financial advice profession has lifted back above the 15,500 mark this week thanks to a double-digit net rise in adviser numbers, according to Wealth Data.
A closer watch on licensees that fall short on cyber security protections is among a dozen new enforcement priorities announced by the corporate regulator for 2025.
Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers.
