The SMSF segment has been a focus for Macquarie for over 20 years and key to its approach is understanding the needs of advisers and trustees.

SuperGuardian keeps abreast of technology and products in the sector, and works in an environment of continuous improvement.

BT Financial Group’s new platform – BT Panorama – has taken out the platform category of the SMSF awards, following the success of its predecessor – BT Wrap – the previous two years.

With higher market volatility and greater focus on fundamentals as a result of the withdrawal of central banks’ support, it’s become increasingly important for active manager PIMCO to help clients and investors navigate through these pivot points.

Magellan Financial Group distribution general manager Frank Casarotti has a simple definition for the firm’s approach to managing international equities.

According to the ATO’s figures at the end of September, the SMSF sector is fast approaching $675 billion in assets, with 600,000 SMSFs made up of 1.1 million members.

On 9 May, Treasurer Scott Morrison delivered his second federal budget, which contained two new measures impacting on superannuation – the ability for Australians over the age of 65 to contribute $300,000 into their super fund from the proceeds of downsizing their home regardless of their transfer balance cap status, and the First Home Super Saver Scheme.

The complex changes to superannuation have raised fresh concerns and confusion around demarcation when it comes to the roles of the accountant, tax agent and financial planner for the SMSF client.

While the incoming superannuation legislation does not directly alter the rules of estate planning, the $1.6 million transfer balance cap will have a significant impact on trustees’ succession objectives.