The key ingredient to building a successful wealth management practice is access to data, the head of a software company has said. Speaking at the Institute of Public Accountants 2017 National Congress on the Gold Coast last week, myprosperity chief executive Chris Ri...

The Australian Securities and Investments Commission (ASIC) is likely to increase its scrutiny of the practice of setting up SMSFs in the coming year, according to an industry consultant. McPherson Super Consulting SMSF specialist Allan McPherson told delegates at the...

SMSF trustees are making significant changes to their asset allocations compared to previous years, according to the latest industry research. The “2017 Vanguard/Investment Trends Self-Managed Super Fund Reports” found more SMSFs are making substantial changes to their...

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/Investment Trends Self-Managed Super Fund Reports” found 52 per cent of...

The SMSF industry must keep an eye on the technological advancements that are likely to shape the new world in which SMSFs, the government and agencies work together. “From my perspective, we’re still dealing with a lot of old issues and a lot of unresolved debates of...

The barrage of superannuation changes has kept SMSF practitioners busy, yet estate planning has been left on the back burner despite the clear implications of the new super rules on that area, particularly for couples with a combined balance over $1.6 million, accordin...

The SMSF Association has announced it will establish a global centre of excellence for retirement savings, the body’s first major initiative under new chief executive John Maroney, who came on board in May. “As the SMSF Association, we intend to lead the SMSF sector i...

The start of new concessional contributions (CC) and non-concessional contributions (NCC) caps, in conjunction with the bring-forward rule, from the 2016 federal budget super changes has added an element of complexity to any contributions advice given after 1 July. Du...