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AUTHOR | No. of articles: 1832

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Heffron highlights benefits of segregating accumulation assets

Segregating assets to support accumulation accounts can be a valuable strategy for some SMSF clients, a technical expert ... READ MORE

Class makes key appointment as part of growth plans

Software firm Class has appointed David Goldsmith as business development manager as the company continues its focus on ... READ MORE

Upcoming budget reignites debate on $5m super balance cap

Individuals with total super balances of more than $5 million should be required to withdraw the excess amount by 1 July ... READ MORE

Finfluencers less popular among investors

A new survey from VanEck has revealed that 7 in 10 investors avoid turning to social media to perform investment researc ... READ MORE

Government urged to ‘protect super system fundamentals’

Any legislated objective for super must focus on preservation in order to minimise leakage from the system, says Industr ... READ MORE

Over 350 SMSF auditor registrations cancelled

ASIC has cancelled the registration of 374 SMSF auditors with outstanding annual statements. READ MORE

TBC indexation raises important questions for contribution planning

The recent increase in the general transfer balance cap raises some important strategy considerations for clients planni ... READ MORE

Nearly 2 in 3 Australians want one-on-one advice from their super fund

About 64 per cent of Australians approaching retirement would like to receive advice from their super fund.  ... READ MORE

SMSFA pushes for reforms to simplify TBC, TSB

The SMSF Association is again calling on the government to simplify the transfer balance cap and total super balance thr ... READ MORE

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