Self managed super fund investors turn to advisers amid market uncertainty
A deep dive by AUSIEX into the composition and trading habits of advised self managed superannuation funds provides valuable intelligence ...
A deep dive by AUSIEX into the composition and trading habits of advised self managed superannuation funds provides valuable intelligence ...
CommBank’s executive general manager of small-business banking Rebecca Warren reveals how Australia’s largest bank is helping more women ...
Shannon Smit, CEO and founding director of Smart Business Solutions, was recently named the SMSF Adviser of the Year at the 2022 Women in ...
Nine-time SMSF Awards winner ASF Audits explains how its three core focuses in the form of education, technology, and supporting staff ...
Following its recent award win, Ron Lesh discusses why customer support will always remain a critical focus for BGL as well as the company’s ...
Netwealth discusses the latest enhancements on its platform, including an expansion of investment options, its non-custodial administration ...
Heffron explains how the practical insights that come with providing administration and technical support services have helped shape and ...
SMSF Adviser has announced the winners of the SMSF Awards for 2022, which recognises the firms providing exceptional service to SMSF ...
With the Federal election now just days away and superannuation and tax among the key policy issues, what is each major party proposing and ...
Despite the increasing challenges facing SMSF investors in the current climate, there are still options available to obtain a successful ...
With a greater onus on quality record-keeping and a raft of technical changes to contend with, SMSF administration is entering a new ...
Despite forging a career and reputation in understanding changes within the superannuation framework, Meg Heffron tells Jotham Lian why ...
With events-based reporting now in full swing, a segmentation strategy may help SMSF firms to manage different levels of client needs.
With end of financial year compliance now wrapped up, many practitioners are turning their attention to estate planning concerns
Labor’s imputation credit policy has brought diversification back into focus and seen interest in the global equity market further ...
While the new professional standards for advisers continue to be fleshed out, it’s clear these changes will force some critical career ...
BDO partner Shirley Schaefer discusses some of the potential compliance traps for SMSF returns this year and the items on the ATO’s radar at ...
Entering the mortgage broking industry just after the GFC, Tony Caine tells Miranda Brownlee about the myriad of changes he has witnessed ...
With regulatory technology already making waves in the SMSF space and showing no signs of abating, what will SMSF compliance look like in ...
An ageing population coupled with the sweeping changes to the aged care system, means that advice services targeted towards the elderly have ...
A chaotic period filled with extensive regulatory reform and increased reporting has pushed the SMSF industry to its limit in recent times
The new event-based reporting regime is set to commence from 1 July 2018. What preparations do firms need to make and what are some of the ...
One year since the removal of the accountants’ exemption, SMSF accountants are still learning to navigate the unfamiliar compliance ...
While the superannuation industry has no objection to implementing a broader objective for super, it appears the government may have already ...
Redundancy and dismissal can have significant impacts on the mood and morale in your practice, but there are things you can do to protect ...
Historically low interest rates combined with a volatile stock market has sent investors on the hunt for stable returns. Is infrastructure ...
Change is a constant in the SMSF sector and this year was no exception. As we continue on this rollercoaster of legislative changes, what ...
The insurance arena has been under close scrutiny by ASIC and the government recently. What steps should SMSF practitioners take to stay out ...
Promoted by The number of SMSF funds paying a pensioner has doubled over the last seven years, a Partners Wealth Group SMSF audit survey ...
Novo Super general manager Paul May discusses how he and his business partner created an accessible administration service with a personal ...
Promoted by Technology continues to play a big role in how it is both shaping the industry and influencing SMSF members on the type of ...
Superfund Partners director Kris Kitto tells Miranda Brownlee why the “writing is already on the wall” when it comes to the disruption and ...
With some strategic leveraging, the SMSF sector is well placed to up its market share within the superannuation industry.
A sluggish Australian economy has pushed many SMSF trustees to consider investment in foreign equities. Could Europe be one region that ...
There’s one proposal that has yet to be fully explored, and it would make a whole lot of sense for Australia’s retiring population and ...
The ATO recently announced that pensions will increasingly be an area of focus in the 2015-16 financial year. Katarina Taurian went ...
MGD Wealth chief executive John Barton tells Miranda Brownlee how assigning each team member with a different specialisation has kept his ...
As an SMSF investment, gold is often criticised because it does not produce income – so is it still worth clients holding this asset class? ...
Promoted by In part one of this feature, we outlined the bottom-line benefits of upskilling and additional education, as well as the ...
Promoted by As the sector becomes flooded with professionals hungry for a piece of the SMSF market, Miranda Brownlee uncovers how ...
Low interest rates and the relatively flat performance of Australian shares have increased the attraction of global equities for SMSFs, but ...
With only one year left, what steps do accountants need to take to prepare for the phase-out of the accountant’s exemption? Miranda Brownlee ...
As the SMSF sector continues to grow in size, value and significance, is the auditing profession keeping up? Katarina Taurian reports
At a time when speculation over SMSF borrowing and residential property bubbles continues to mount, it’s important to look beyond the hype ...
Having the confidence and knowledge to implement appropriate strategies for SMSF clients has never been more vital or lucrative for SMSF ...
Every workplace has its politics, and how you deal with dramas and disputes at work can have a significant impact on staff morale and ...
Sponsored by While technology is often seen as a disruptor in the SMSF sector, Miranda Brownlee reports business opportunities await for ...
Sponsored by The actuarial certificate market is amongst those most affected by digital disruption and price pressures facing the SMSF ...
Key debates and developments that shaped the ever-growing SMSF sector in 2014.
The Australian superannuation system, including the SMSF sector, is world class. However, Katarina Taurian questions whether it’s prepared ...
SMSF Adviser presents the winners of the inaugural SMSF Awards, recognising excellence amongst SMSF service providers.
With the SMSF sector now boasting around one million trustees, James Mitchell reports on its evolution from niche savings vehicle to ...
With the institutions moving heavily into SMSF administration, Aleks Vickovich questions whether it is time to revisit the regulation debate ...
With growth in the SMSF sector at all-time highs, Rachael Micallef finds out why practitioners should look to a succession plan to secure ...
With the deadline looming for the phase-out of the accountants’ exemption, Katarina Taurian examines how the sector is responding to the new ...
Financial planners have long argued that the playing field, when it comes to the provision of SMSF advice, is uneven. Historically, ...
With 2013 drawing to a close, Katarina Taurian reflects on the year that saw the SMSF sector become a regular fixture on the front pages
With ever-growing super balances and a majority of trustees under-prepared for a demise, estate planning is set to become a significant ...
In an increasingly fractious financial services sector, is SMSF specialisation a force for good?
Despite the regulator’s warnings, concerns are growing that SMSFs are being exposed to risky property investment and poor investment ...
AQUA II has the potential to increase SMSF investors’ engagement with managed funds, but there are many segments of the market that need to ...
Industry and retail funds have been in a state of flux with how to engage and what strategies to employ to stem to the leakage into self ...
Get the latest news and opinions delivered to your inbox each morning