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

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

A new gateway to active funds management

18-May-2017

SMSF investors have always favoured direct investing, making allocations to managed funds unattractive for many. However, in the current low interest rate environment, new avenues to markets are being sought. Daniel .. Read More

The rise and rise of LICs

18-May-2017

Listed investment companies continue to be included in portfolios by SMSFs, which make up the large bulk, if not the majority, of the shareholders in these structures. Krystine Lumanta reports on the evolving popular.. Read More

The final countdown: Preparing for the new world of super

18-May-2017

In the lead-up to many measures of the Turnbull government’s new superannuation legislation commencing on 1 July, a number of areas must be reviewed and presumably amended to ensure SMSFs are in line with the n.. Read More

SMSF Awards 2016: Innovator winner

03-Feb-2017

Employing a multiple portfolio approach to property investment has allowed fractional investment platform DomaCom to present a unique alternative for advisers and trustees seeking to gain access to Australia’s .. Read More

SMSF Awards 2016: ETF provider winner

03-Feb-2017

Product innovation and client service delivery have been paramount to the success of BlackRock’s iShares, which has been voted as the best provider for exchange-traded funds (ETF) by advisers for the second yea.. Read More

SMSF Awards 2016: Insurance winner

03-Feb-2017

The life insurance industry is at a turning point, with adviser remuneration arrangements set to change and with new reforms shaping the way product providers operate, meaning investment in planner education has neve.. Read More

SMSF Awards 2016: Investment platforms winner

03-Feb-2017

BT Financial Group (BTFG) has built on its strong track record by taking out the award for investment platforms for the third year in a row. BTFG head of platforms Kelly Power says a consistent approach towards .. Read More

SMSF Awards 2016: Audit function provider winner

03-Feb-2017

Evolv’s technology-based audit approach facilitates its automated process, which is redefining the way SMSF audits are performed. “Our job is to stay ahead of the new era of disruption by introducing .. Read More

Video: Fractional property investment

A different avenue to access residential properties...View more

Video: Transfer balance caps

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