SMSF trustees may change their strategies governing when they are in accumulation phase or pension phase as a result of the proposed legislative change affecting earnings from assets supporting income streams, according to a specialist lawyer in the sector.

AMP Capital has launched a website with the specific purpose of educating SMSF investors about portfolio diversification, providing information on asset classes other than the traditionally favoured areas of domestic equities, direct property and cash.

The new legislation introduced by the federal government last week dealing with excess concessional contributions tax (ECT) should encourage SMSF trustees to revise their strategies, according to an SMSF expert.

Specialist legal firm SMSF Law has launched a highly detailed compliance checklist for SMSF trustees.

SMSF administration software provider Class Financial Systems has included a new automated property valuation capability for its industry application, Class Super. The new facility has been developed in conjunction with property valuation specialist RP Data and has been provided at no extra cost to Class’s existing clients. “The launch of automated property valuations, along with […]

A panel of industry advice experts has identified the new licensing framework for accountants looking to provide financial advice for SMSF clients to be problematic from an operational perspective on a few fronts.

Subsequent to its launch on 3 June, SMSF administration platform provider CleverSuper has experienced significant interest from financial planners servicing clients in the sector.

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The overwhelming majority of SMSF auditors believe their existing skill set will exempt them from having to sit an exam to gain ASIC registration, the latest survey conducted by the SMSF Professionals’ Association of Australia (SPAA) has found.