Author Archives: Admin

Wills are not enough for SMSF legacy

Self-managed superannuation fund (SMSF) holders should plan their legacy as carefully as they do their investments, as a will may not be sufficient to ensure their money goes to the people its intended for. According to TAG Partners director Michelle Griffiths a binding beneficiary form […]

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SMSF sector offers control

Industry and retail superannuation funds criticise the rapid growth of the SMSF sector mainly on the grounds that much larger funds can better manage and invest the savings of ordinary Australians.  The reality is that with a few rare exceptions, public offer funds are not […]

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Govt wrong on 16,000 affected by super reforms: CPSA

The Combined Pensioners and Superannuants Association (CPSA) has hit back at the Federal Government’s claims that recently announced super reforms would only affect 16,000 Australians. “The Government’s estimate of only 16,000 people being affected by this measure is unrealistic, as the estimate is based on […]

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SMSF outsourcing compromises client confidentiality

The outsourcing of self-managed super fund (SMSF) administration is compromising client confidentiality, a boutique SMSF administrator has said. Keep it Simple Super (KISS) have said that the offshoring of SMSF administration is becoming more common in the industry, creating ethical dilemmas for clients. “I think […]

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