Reminding us of our social purpose

20-Jun-2018

At a time of intense scrutiny on the financial services sector, it is easy to lose sight of the inherent social purpose underlying the myriad products and services it provides. This is especially true of life in.. Read More

New insurance for trustees unveiled

31-Oct-2014

SMSF Insurance Professionals has officially launched an SMSF trustee liability insurance policy covering the cost of trustee liabilities, fund liabilities, civil penalties, and audits and penalties from the Australia.. Read More

Time to capitalise on residential property strategies

27-Oct-2014

SMSF practitioners must make the most of innovative strategies for residential real estate investments within SMSFs while gearing is still permissible and still favourable for this asset class. NowInfinity direct.. Read More

Opportune time for baby boomer acquisitions

27-Oct-2014

The urgency for financial planners and accountants of the baby boomer generation to put in place a succession plan or exit strategy is gaining momentum and presenting younger SMSF practitioners with a unique opportun.. Read More

Exponential growth requires “system thinkers”: Gerber

27-Oct-2014

SMSF financial planning and accountancy business owners must think like entrepreneurs and standardise all operations with systems if they want to achieve rampant growth, according to an American entrepreneurship guru.. Read More

Member growth drives AMP SMSF assets

27-Oct-2014

AMP SMSF’s assets under administration rose to $18.5 billion in the September quarter, reflecting an increase in the number of customers using the company’s services. The company reported an increase.. Read More

SPAA endorses adviser register

27-Oct-2014

The SMSF Professionals’ Association of Australia (SPAA) has declared its support for the federal government’s decision to create a register of financial advisers. According to the industry body, the m.. Read More

Topdocs partners with Class Super, BGL

27-Oct-2014

SMSF documentation provider Topdocs has partnered with Class Super and BGL to improve process efficiency for advisers when updating client SMSF deeds. Ensuring SMSF deeds were up to date was critical as old deeds.. Read More

Commercial referral arrangements acceptable

20-Oct-2014

Providing monetary compensation to accountants who provide client referrals is a practice financial planners should not reject as it can establish the most effective path to signing up new clients, according to the h.. Read More

SMSFs want advisers to prove value

20-Oct-2014

Financial advisers need to communicate the value they can add in a more effective manner in order to service a larger number of SMSF clients, according to ING Direct business and savings manager Tim Hewson. Refer.. Read More

Risks inside SMSFs must be addressed

20-Oct-2014

More extensive discussions about the level of risk SMSF trustees have in their portfolios need to occur to create a clearer understanding of their decisions, according to a Vanguard Australia executive. “Wh.. Read More