The Australian Taxation Office (ATO) will take a tougher stance on the non-lodgement of SMSF annual returns by removing funds from Super Fund Lookup.

Westpac Group will roll out SMSF specialists across its phone-based services as well as its branches as part of its plans to better address the growing number of SMSF enquiries.

Continued SMSF migration represents significant latent demand for professional advice and assistance, though accountants rather than financial advisers may benefit most from the trend, according to the latest Core Data research.

AMP Capital has appointed Tim Keegan to the newly created role of head of SMSF, as it prepares to develop specific solutions for the segment for release in 2014.

A high number of accountants who are not accredited to provide investment advice have been referring their SMSF clients to one rather than several financial planners, according to the latest Investment Trends research.

Advisers must harness strategies to properly manage and maximise contributions in SMSFs to enable their clients to get the best possible outcomes for retirement.

SMSF investors are beginning to understand the importance of emerging market exposure, with economic growth in the sector expected to be faster than in developed markets in the future.

Independent product provider Wealthtrac has developed a mobile app to enhance its SMSF platform, enabling users to set up an SMSF and gain access to information and education.

The Institute of Public Accountants (IPA) will adopt its own financial planning services standard in place of the Accounting Professional and Ethical Standards Board (APESB) measure. “After extensive consultation with our members and affirmation of our board, the IPA wishes to announce Pronouncement 11 will be established in place of APES 230, issued by the […]