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 Awards 2016: SMSF accounting software/administration winner

03-Feb-2017

of the SMSF administration process as possible, Class won’t shy away from the additional and complex functionalities requested by accountants. “For example, we automate as many general ledger postings.. Read More

SMSF Awards 2016: Infrastructure winner

03-Feb-2017

Appealing to SMSF advisers when it comes to infrastructure investments requires a high level of specialised knowledge and education. “Focusing solely on investing in listed infrastructure means that we don&.. Read More

SMSF Awards 2016: Fixed income winner

03-Feb-2017

The success of PIMCO’s fixed income investment opportunities has come from staying true-to-label in relation to what clients expect and delivering to these expectations consistently over time. This cannot be ac.. Read More

SMSF Awards 2016: International shares winner

03-Feb-2017

Magellan’s distribution team has grown to 33 highly qualified and experienced professionals, comprising account managers, and marketing, and performance and reporting personnel. This, in turn, has helped to sup.. Read More

SMSF Awards 2016: Australian shares winner

03-Feb-2017

When it comes to adviser needs in the Australian shares space, CommSec Adviser Services general manager Eric Blewitt reveals the key demand and challenge this year has been efficiency. “Many of our adviser.. Read More

Taking the chequered flag: SMSF Awards 2016

01-Feb-2017

The annual SMSF Service Provider Awards, in its fourth year, identified the businesses of influence that are making serious headway with trustees via their advisers. Krystine Lumanta and Daniel Paperny reveal how thi.. Read More

Roundtable 2016: Budget reaction

01-Nov-2016

On 3 May, Treasurer Scott Morrison delivered his first federal budget, which included massive changes to Australia’s superannuation system, including a lowered $25,000 concessional contribution cap per year, a .. Read More

Automated advice feasibility

28-Jun-2016

Robo-advice is currently a hot topic in financial services, but how does this extend to SMSFs? Daniel Paperny explores the growing appetite for automated advice among SMSF trustees and why it is regarded as an increa.. Read More

Pass the parcel – super as an intergenerational wealth tool

28-Jun-2016

While the industry consults on the objective of superannuation, the Treasurer has flagged its function as an estate planning tool as troubling. Krystine Lumanta investigates whether the industry regards super’s.. Read More

Breaking free - stopping super from being a fiscal lever

28-Jun-2016

For as long as it’s been around, superannuation has been viewed as a golden fiscal nest egg and targeted by governments past and present. With super’s objective on the verge of being enshrined in law, thi.. Read More