Time waits for no one: The Dawn of the TBAR

30-Mar-2018

The events-based reporting framework is an additional administrative process for the SMSF sector, but a necessary one. Krystine Lumanta examines how the new regime could underpin the inevitable move to real-time repo.. Read More

SMSF Awars 2017: Insurance winner

02-Feb-2018

OnePath’s holistic approach to insurance, spanning a range of cover that aims to deliver flexible solutions for advisers and their clients through each life stage, has proven successful this year, as well as ba.. Read More

SMSF Awards 2017: Cash and term deposit winner

02-Feb-2018

The SMSF segment has been a focus for Macquarie for over 20 years and key to its approach is understanding the needs of advisers and trustees. The group strives to offer flexible products and services that allow advi.. Read More

SMSF Awards 2017: Investment platforms winner

02-Feb-2018

BT Financial Group’s new platform – BT Panorama – has taken out the platform category of the SMSF awards, following the success of its predecessor – BT Wrap – the previous two years. .. Read More

SMSF Awards 2017: SMSF administration winner

02-Feb-2018

SuperGuardian keeps abreast of technology and products in the sector, and works in an environment of continuous improvement. “We never stand still. We deliver an excellent service already, but continually s.. Read More

SMSF Awards 2017: Fixed income winner

02-Feb-2018

With higher market volatility and greater focus on fundamentals as a result of the withdrawal of central banks’ support, it’s become increasingly important for active manager PIMCO to help clients and inv.. Read More

SMSF Awards 2017: International shares winner

02-Feb-2018

Magellan Financial Group distribution general manager Frank Casarotti has a simple definition for the firm’s approach to managing international equities. “Ultimately we want to achieve a reasonable ra.. Read More

Retaining a piece of the sector pie: SMSF awards 2017

02-Feb-2018

According to the ATO’s figures at the end of September, the SMSF sector is fast approaching $675 billion in assets, with 600,000 SMSFs made up of 1.1 million members. The continued growth of the sector has mean.. Read More

2017 SMSF Roundtable: Thrashing out the super reform riddles

16-Oct-2017

On 9 May, Treasurer Scott Morrison delivered his second federal budget, which contained two new measures impacting on superannuation – the ability for Australians over the age of 65 to contribute $300,000 into .. Read More

1UP: The new life of estate planning

04-Jul-2017

While the incoming superannuation legislation does not directly alter the rules of estate planning, the $1.6 million transfer balance cap will have a significant impact on trustees’ succession objectives. Kryst.. Read More

Walk the line

04-Jul-2017

The complex changes to superannuation have raised fresh concerns and confusion around demarcation when it comes to the roles of the accountant, tax agent and financial planner for the SMSF client. Krystine Lumanta re.. Read More