SMSF

Accounting

Accountants need to look at low-cost solutions

Accountants moving into the SMSF advice space need to think about low-cost fee structures as they look to compete with firms that are using technology to find cheaper sol...

Financial planning

Informed SMSF trustees conducive to advice

The key to attracting SMSF trustees to seek professional advice was by making them better informed through education, the SMSF Association believes. ...

Superannuation

SuperConcepts creates new SMSF role

SuperConcepts has appointed Graeme Colley to a new SMSF executive role to help provide its customers with education knowledge and insights of the sector....

Accounting

Disciplinary action will get accountants moving

The rate of demand for the licensing regime by accountants would not rise until the corporate regulator and other regulators enforced discplinary action on them for advis...

Superannuation

Super changes give SMSF trustees jitters

SMSF trustees have retreated from contributing in the June quarter as a result of the proposed changes to the superannuation system announced by the Federal Government. ...

Superannuation

Direct data-feed for SMSFs to hit the market

Automated investment adviser, Stockspot, today announced its integration with SMSF administration software provider, Class Super....

Superannuation

Advice needed to keep SMSFs on track

New research has confirmed most SMSFs are on track to generate a comfortable retirement but advice is needed to maintain momentum through volatile times....

Superannuation

SMSFs retreat to safety of cash

SMSFs appear to have retreated to the relative safety of cash and term deposits in the face of continuing market uncertainty....

Financial planning

ASIC bans NSW property spruiker

ASIC has banned a NSW property spruiker from providing financial services for four years for unlawfully advising clients to invest in property through their SMSFs without...

Superannuation

Family trust may become new SMSFs

Family trusts may become the new SMSFs and replace them as the preferred private wealth investment vehicle, according to SuperCentral....

Policy & Regulation

Accountant tools for new era

A firm has launched a series of packages for accountants who wanted technical training, compliance documents, and templates for their limited AFSLs. ...

Accounting

Planner-accountant team work can increase profit

Contrary to accountants’ fears that financial planning firms would take a clip of their fees, GPS Wealth suggested the two professions working together could increase pro...

Tools & guides

Super death benefits — interdependency concepts explored

Catherine Chivers explores the difference between the definition of ‘dependant’ and ‘inter-dependency’ and its implications for receiving the superannuation death benefit...

Tools & guides

While new and existing related party limited recourse borrowing arrangements need to comply with safe harbour provisions, it is not the only option, David O’Connell write...