Covering the managed account bases

30-Mar-2018

Managed accounts are becoming increasingly popular investment vehicles, but with different compliance obligations for advisers. Matthew Esler examines what to consider when recommending these types of structures. .. Read More

Covering the managed account bases

30-Mar-2018

Managed accounts are becoming increasingly popular investment vehicles, but with different compliance obligations for advisers. Matthew Esler examines what to consider when recommending these types of structures. .. Read More

Five critical strategy questions

02-Feb-2018

There are many strategies available to SMSF trustees, but Tracey Besters writes there are five crucial questions clients need to be asked to allow a fund to truly achieve its goals. It is true strategies are the .. Read More

Why do the arduous tasks yourself?

27-Nov-2017

Matthew Esler puts forward a case for outsourcing the preparation of compliance documentation. Financial advisers are in the business of providing financial advice. Their role is to understand the needs and objec.. Read More

Opportunity to extend advice reach

06-Jul-2015

The new licensing regime has provided a significant opportunity for accountants to consolidate their positions as the most trusted financial advisers, Andrew Doherty writes. Many accounting clients would prefer t.. Read More

Accountants’ top 10 burning questions

03-Jul-2015

A lack of knowledge around licensing has prevented many accountants from deciding whether to get licensed to provide SMSF advice. With the deadline looming, Kath Bowler provides answers to the most frequently asked q.. Read More

The year of the SMSF

01-Mar-2014

Grant Abbott outlines why 2014 has all the makings of a prosperous year for SMSF practitioners. Is 2014 going to be your best ever SMSF year? If it is, then read on and get moving because there is no time to was.. Read More