Despite building software since the late 1980s, BGL Corporate Solutions managing director Ron Lesh believes the business’s success has come from its approach to its client service proposition, rather than on the software itself.

SMSF trustees often have a big gap in their portfolios when it comes to international investments. Australia’s share market only accounts for a tiny fraction of the world’s equities, but local investors, including SMSFs, tend to hold the bulk of their equities allocations in domestic stocks.

Wrap platforms simplify the task of administering SMSF portfolios. They provide consolidated investment and tax reporting, which assists SMSF trustees in complying with their annual reporting requirements.

ffering its cash products to investors, intermediaries, software vendors and administrators for over 30 years, Macquarie Group doesn’t downplay the pace of innovation and progress occurring in the SMSF space, with which it must keep up.

Under the leadership of AMP SMSF administration managing director Andrew Hamilton, Multiport has developed its offering into a modular service to ensure it consistently caters to the differing needs of SMSF clients.

Regulations were introduced in 2012 making it mandatory for SMSFs to consider the life insurance needs of their members. It’s a welcome step forward, according to TAL, winner in the life insurance category in the CoreData SMSF Awards.

Cash returns are not what they used to be with interest rates at record lows, but cash and term deposits will always form part of SMSF portfolios for the security and liquidity they provide. 

Since the demise of high interest rates in Australia, investors have been hunting for alternative assets that deliver yield, resulting in significant interest in the property sector.

According to AMP Bank chief operating officer Rob Slocombe, variations and inconsistencies found in term deposit offerings will not win any favours with advisers in this day and age.