SMSF administration software specialist Class believes its initial public offering (IPO) will boost its innovation and technology developments rather than hinder them, with the company announcing last Friday that its prospectus was lodged with ASIC to list on the Australian Securities Exchange. Commenting on whether being accountable for a larger shareholder base could make future […]

Paradigm Group has revealed two accounting firms have been shortlisted for its licensing offer for accounting practices seeking an outsourced Australian financial services licence facility.

Accountants should be formally managing the advice demands of their clients as part of their offering, regardless of whether or not they choose to become licensed.

SMSF trustees are showing a strong appetite for direct property education and information about tax outcomes, portfolio construction and benefits, according to Charter Hall.

Education about crowdfunding investments will be the catalyst for a sustainable market, particularly around limitations on amounts and an emphasis on diversification.

In order to deliver a first-class experience to SMSF clients, accountants need to examine an array of issues regarding their business and its future strategy, and then assess the pros and cons.

Topdocs has formed a partnership with National Australia Bank (NAB) to provide a streamlined solution for advisers to establish cash management accounts (CMA) at the same time as ordering their SMSF, company and trust documentation.

Failure by trustees to take responsibility and complete structured investment strategies could seriously compromise compliance rules if their house was not in order, according to online service provider SMSFCheck.