SMSFs can act as an effective vehicle for the transfer of wealth across generations if the estate planning aspect of these funds is properly put in place, according to a wealth management accountant.

Research house Zenith Investment Partners’ latest assessment of the global long/short sector has concluded market conditions are making this an opportune time for managers in the space. The “Global Long/Short Equities Sector Report” found managers offering those strategies generated an average return of 16.3 per cent for the year ended 30 September 2015. The result […]

The federal government has announced it will introduce crowd source equity and debt funding legislation before the end of the calendar year to allow more individual retail investors, such as SMSF trustees, greater opportunities to participate in financing and expanding Australian businesses.

The latest research from brokerage house Invast Australia has forecast the possibility of a recovery in commodity prices in the first half of 2016. According to the “November 2015 Investment Committee Monthly Outlook”, commodity prices were close to bottoming out, affording investors the ability to benefit from a rebound in well-diversified sector stocks such as […]

Changes to the way superannuation is taxed in Australia need not be perceived negatively despite the fact large tax incentives to certain individuals may be removed, according to the partner of an accounting firm.

Wealth manager Perpetual has made a plea for accountants to make a decision and take action immediately on the licensing option under which they would prefer to operate in 2016.

Providing advice and services for SMSF clients remains an outstanding opportunity for accountants as the accounting-only business model for these practitioners is rapidly becoming obsolete, according to the head of a specialist software organisation.

Trustee lobby group SMSF Owners’ Alliance (SMSFOA) has hit out at the Grattan Institute’s recommendation that yearly concessional superannuation contributions caps be set at $11,000.

Accountants looking to provide financial advice need to be mindful of the litigation risk associated with those services, according to an insurance specialist.