Accountants could reap SMSF advice rewards


The latest research into the SMSF sector has shown a significant number of trustees would be willing to use an accountant currently only being used for tax advice for investment advice if they decided to offer it. .. Read More

Time extension granted for annual returns


The ATO has announced it will extend the due date for lodgement of SMSF annual returns for 2016/17 to 30 June 2018. “We recognised there are some major new considerations and decisions for SMSFs and their a.. Read More

LRBA amendments poorly targeted


The SMSF Association has criticised a federal government proposal to make amendments to legislation in relation to limited recourse borrowing arrangements (LRBA). The association said the government’s propo.. Read More

Verante FP unveils knowledge centre


Verante Financial Planning has boosted its education efforts through its Financial Knowledge Centre, which includes a comprehensive module on SMSFs. The resource contains a library of articles, life events, video.. Read More

Accounting app captures business insights


Accountants, financial advisers and business owners have a new cloud-based application that will give them unrivalled insight into company financial performance, allowing smarter scenario planning and business analys.. Read More

Pension strategy can optimise falling markets


Innovative pension strategies can allow SMSF trustees to use the super reform regulations to benefit from falling markets, a superannuation specialist has said. Specifically, advisers who implement a stop-loss pe.. Read More

SMSFs achieve positive return on assets


The latest statistics from the ATO have revealed the SMSF sector is continuing to grow, with positive returns on assets, and increasing fund and member numbers. The “Self-Managed Superannuation Funds: A Sta.. Read More

SMSF specialist designations not enough


The SMSF specialist adviser designation will not mean anything unless an adviser has completed other pieces of education under new educational requirements and professional standards for financial advisers, according.. Read More

Market concerns over ETFs unwarranted


Accusations the exchange-traded fund (ETF) sector is creating an investment market bubble are unfounded and inaccurate, a financial services sector economist has said. “Obviously growth in ETFs around the w.. Read More

SMSFs already using TBAR


The ATO has revealed SMSFs have been using its transfer balance account report (TBAR) to inform the regulator of events affecting their transfer balance cap and total super balance, with the system so far working wel.. Read More

Software, data feeds lessen TBAR confusion


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 da.. Read More

Video: TBAR and ATO requirements

Requirements for the transfer balance account reporting ..View more

Video: Fractional property investment

A different avenue to access residential properties...View more