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

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

Promissory notes a powerful SMSF tool


The use of promissory notes can provide greater flexibility when employing a gearing strategy within an SMSF, according to an expert servicing the sector. In particular, this type of financial instrument could as.. Read More

Under 30s taking up SMSFs: report


Younger people are becoming more attracted to SMSFs and are showing a greater level of engagement, debunking the myth that an interest in retirement comes later in life, a Macquarie Bank and SMSF Professionals’.. Read More

iSystem secures three dealer groups


Three financial dealer groups have signed up to use Superfund Wholesale’s new online SMSF administration platform, iSystem. The development means the cloud-based application is now servicing over 500 SMSFs .. Read More

Sharesight receives strong accountant interest


Software provider Sharesight has experienced a lift in interest for its automated, cloud-based portfolio management system from accountants looking after SMSF portfolios. Sharesight general manager Doug Morris sa.. Read More

BGL partners with SelfWealth


BGL Corporate Solutions has signed an agreement with online peer portfolio comparator, SelfWealth, allowing clients to liken the performance of their SMSFs to others. BGL’s Simple Fund 360 offering will pro.. Read More

SPAA critical of self-education cap


The SMSF Professionals’ Association of Australia (SPAA) has described the federal government’s recent decision to limit the tax deductibility of self-education expenses to $2000 as “short-sighted an.. Read More

SMSF advisers must focus on gen X


The generation X demographic is the group of clients financial planners and accountants need to focus on if they want to build a successful SMSF advisory business, according to an industry expert. SMSF Strategies.. Read More

New super rules slug high-income earners


High-income earners are likely to be the biggest losers under the new superannuation laws, having effectively had new taxes levied upon them, a sector expert has said. Insyt founder Darren Wynen is referring to t.. Read More

ICAA calls for further super reforms


The Institute of Chartered Accountants in Australia (ICAA) has called on new Treasurer Chris Bowen to continue to implement important scheduled superannuation and financial services reform, given his defined res.. 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