Technology systems were crucial in creating frictionless processes that leveraged the SMSF sector against the rest of the market.

SMSFs could begin to consider lifetime annuities as a viable retirement income option rather than traditional account-based pensions (ABP) as more trustees entered the sector with lower fund balances.

Dealer group Sentry has partnered with technology company IDS Super to provide its advisers with leading-edge online self-managed super fund (SMSF) services, starting in August.

Investable mega-trends were poised to profoundly impact on investment strategies within the next five years, but identifying their turning point was key to capitalising on the emerging opportunities, according to a Zurich Financial Services Australia white paper.

Execution-only SMSF establishment was dangerous territory for accountants choosing not to be licensed for SMSF advice, as clients could assume the set-up was a recommendation, according to an industry executive.

Trustees categorised as coach seekers and outsourcers wanted help with their SMSFs and were open to an advice relationship, according to the latest report from nabtrade and the SMSF Association.

The looming 1 July 2016 deadline has sparked a jump in the number of accountants looking to become licensed, with one specialist financial services dealer group already doubling its courses due to the spike in demand.

CPA Australia Advice is expected to release the next level of detail for its licence around mid-August, breaking down the options it will make available to members and the cost.

Class has revealed the preliminary work for its initial public offering (IPO) was progressing well, following the recent completion of new board appointments in preparation to list towards the end of the year.