Software, data feeds lessen TBAR confusion

16-Jan-2018|By Krystine Lumanta

The increased complexity around SMSF reporting dates as a result of the transfer balance account report (TBAR) regime means it is more important than ever for accountants to use specialised software and up-to-date data feeds, according to an indu.. Read More

Demand strong for SMSF insurance education


Advisers, accountants and brokers servicing the SMSF sector are looking for more insurance education, training and information in order to boost their skills. AIA life insurance general manager Damien Mu said the.. Read More

Implementation of pension earnings tax unlikely


The federal government’s proposed tax on pension earnings over $100,000 is unlikely to be implemented due to its complexity, according to an SMSF sector expert. In particular, the ability of unitised supera.. Read More

Class Super to improve reporting offering


Class Super has earmarked more rapid improvement to its existing reporting product with the $2.15 million capital injection resulting from CountPlus’s purchase of 1 million shares in parent company Super IP. .. Read More

SMSFs driving jump in adviser ETF usage


Financial adviser exchange-traded fund (ETF) usage has doubled in the past year, almost exclusively driven by their SMSF clients. BlackRock Australia head of retail Mark Oliver said recently-completed internal re.. Read More

Perpetual gains SMSF traction with SMA


Perpetual’s separately-managed account (SMA) model portfolio was almost specifically designed as a vehicle to target Australia’s $480 billion-plus self-managed superannuation fund (SMSF) segment, its port.. Read More

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