by Admin | Thu, Aug, 2012 | Adviser, Investments, SMSF News
The superannuation industry needs to quickly adapt to the change brought on by the needs of self-managed superannuation fund (SMSF) investors, according to an industry roundtable. Bravura Solutions’ roundtable, “Driving change through innovation in SMSF...
by Admin | Thu, Aug, 2012 | Adviser, Contributions, SMSF News, Tips and traps
The Australian Taxation Office’s (ATO’s) broad-brush approach to self-managed superannuation funds (SMSFs) this financial year is likely to generate an upturn in audit activity, according to specialist law firm Hall and Wilcox. In an analysis of the...
by Admin | Wed, Aug, 2012 | Adviser, Investments, SMSF News, Tips and traps
The strategy: To keep my self-managed super fund out of trouble with in-house assets and related-party transactions. Do I need to do that? These things keep cropping up in the Tax Office’s compliance program and this year it will be paying particular attention...
by Admin | Thu, Aug, 2012 | Adviser, SMSF News, Tips and traps, Trustee
Advisers need to tailor their advice to clients at a generational level according to the findings of a new report from Macquarie Bank and the SMSF Professionals’ Association of Australia Limited (SPAA). The report, entitled The SMSF Generations Report, revealed...
by Admin | Thu, Jul, 2012 | Adviser, SMSF News
Boutique financial planning practices can increase their efficiency and save money by moving their administration overseas, according to JC Consulting managing director Jason Cutrupi. Ninety-five per cent of JC Consulting’s administration work is carried out in...
by Admin | Wed, Jun, 2012 | Adviser, SMSF News, Tips and traps, Trustee
The Senate has passed the government’s Future of Financial Advice reforms without debate. The Senate has passed the government’s financial advice reforms without debate. The upper house sat this morning to debate the passage of the...
