SMSF

Financial planning

Accountable Wealth Management and HUB24 have today announced a partnership to launch a white label platform solution for advisers and accountants....

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Accounting

A NSW SMSF accountant and former financial adviser has pleaded guilty to two charges of making false and misleading statements and fraudulent misappropriation of client f...

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Accounting

Accountants remain confused about various elements of the new limited licensing regime, including compliance obligations, and statements of advice....

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Financial planning

The SMSF Association has announced the establishment of a Global Centre of Excellence for Retirement Savings in Adelaide....

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People & Products

Cloud-based SMSF specialist, Class Super has added a record 31,503 accounts in the past financial year....

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Superannuation

SMSF members in the pension phase need to ensure they have met their minimum pension payments by 30 June, the SMSF Association warns....

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Tools & guides

Marcus Evans looks at super changes and what advisers need to know when dealing with SMSFs....

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Superannuation

There has been a tendency across the advice industry to use a cookie cutter model and this will need to be expanded to service the needs of SMSF trustees, according to a ...

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Policy & Regulation

BGL Corporate Solutions had added 56,000 companies and 7,500 trusts to its cloud compliance software offering in its first five weeks....

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Accounting

A new survey suggests many accountants providing SMSF advice were licensed well ahead of the end of the accountant’s exemption....

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Superannuation

There is no trade-off between a lower interest rate and big bank safety, according to a comparison site....

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Tools & guides

In specie contributions to an SMSF, means the transfer of a financial or physical asset in its current form rather than in an equivalent amount of cash....

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News

The objective of superannuation lacked clarity and simplicity while definitions of adequacy remained and ambiguous and lacked consensus, the SMSF Association Conference h...

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Superannuation

Figures from a Class Super report do not support fears SMSF exposure to residential property was contributing to the booming property market....

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Features

Accountants remain the most trusted advisers for SMSF clients but with licensing take-up remaining low following the accountants' exemption, what will this mean for SMSF ...

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