Advisers, accountants neck and neck

16-Aug-2017

Advisers and accountants have an equal chance of servicing SMSFs’ unmet advice needs, however, several barriers have been identified, according to the latest industry research. The “2017 Vanguard/Inve.. Read More

Advisers, accountants neck and neck

16-Aug-2017

Advisers and accountants have an equal chance of servicing SMSFs’ unmet advice needs, however, several barriers have been identified, according to the latest industry research. The “2017 Vanguard/Inve.. Read More

Hub24 continues strategy for SMSFs

16-Aug-2017

Listed wealth management platform Hub24 has revealed it will continue to expand its product menu for advisers to address SMSF portfolio needs as part of its ongoing plans for the sector. “Our strategy for t.. Read More

Actuarial method could compromise advisers

16-Aug-2017

The method by which an actuarial certificate is formulated to determine the amount of exempt current pension income (ECPI) an SMSF has when the fund has used a combination of the segregated and unsegregated method wh.. Read More

SMSF growth should bounce back

16-Aug-2017

The number of SMSF establishments should begin to increase over the coming months and into next year, particularly once the industry has settled into the new superannuation environment. “The impact of the s.. Read More

Following SMSF wind-up process vital

16-Aug-2017

As many of the initial SMSF owners begin to enter their 80s, now is a good time to review all the different aspects to consider when it is time to close a fund, a specialist SMSF adviser has said. “Winding .. Read More

Auditor banned over independence issues

16-Aug-2017

John Evennett, from New South Wales, has been disqualified from being an approved SMSF auditor by the Australian Securities and Investments Commission (ASIC). The banning comes after the corporate regulator found.. Read More

Admin services an advice opening

14-Aug-2017

The latest research into the SMSF sector has revealed financial planners could strengthen their advice proposition and revenues from this area of the market if they provided fund administration services. Speaking.. Read More

BGL optimistic on TBAR change

14-Aug-2017

BGL Corporate Solutions managing director Ron Lesh is hopeful a compromise will be reached for SMSFs reporting under the ATO’s transfer balance account report (TBAR) regime and the proposed monthly frequency wi.. Read More

TRIS conversion could cause cap problems

14-Aug-2017

SMSF advisers and trustees need to be cautious that the new treatment of transition-to-retirement income streams (TRIS) does not lead to a breach of the transfer balance cap (TBC) introduced on 1 July, a senior SMSF .. Read More

Fixed income LIT offers monthly income

14-Aug-2017

Metrics Credit Partners (MCP) has opened an initial public offering (IPO) for its Master Income Trust with SMSF investors in mind as it distributes monthly dividends and has low capital volatility. The listed inv.. Read More

Video: Transfer balance caps

We discuss the angst, uncertainly and confusion..View more

Video: Total super balance

What total super balance means for contributions..View more