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
After seven years at the company, Iress’ chief technology officer for wealth management APAC, Anthony Gerrits, has departed as the firm commences a search process to fill the role.
With advice firms thinking about scaling up in 2025, research has detailed the main avenues financial advisers say they have used for successful recruitment.
The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital.
Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses.
