News : Administration

Administration, Auditing

Audit caution more likely with unlisted assets

Recent court cases are likely to temper how auditors view unlisted assets inside an SMSF portfolio.

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Administration, Compliance, Platforms

Migration main focus for SuperConcepts

New SuperConcepts chief executive Adrian Urquhart has nominated service consolidation and growth as his key priorities.

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Accounting, Administration, Tax

Advisers need solid ECPI knowledge

Financial advisers need to have a firm grasp on exempt current pension income and segregation rules as they are no longer just the accountant’s domain.

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Accounting, Administration, Pensions

Legacy pensions require further attention

SMSF administrators and actuarial experts say they still see legacy pensions, such as defined benefit pensions, in SMSFs.

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Administration, Platforms

Class unveils integration with Macquarie Wrap

Class has integrated with Macquarie Wrap to deliver an automated solution for managed accounts data.

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Administration, Auditing, Regulation

Time runs out on three-year audit reform

SuperConcepts has suggested the government has run out of time to pass the controversial three-year audit cycle reform.

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Administration, Business News

Class appoints new CEO

Class has appointed former Mortgage Choice chief executive Andrew Russell as its new CEO.

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Administration, Appointments, Business News

Class appoints new CEO

Class has appointed former Mortgage Choice chief executive Andrew Russell as its new CEO and managing director.

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Administration, Tax

Class offers new automated tax statement service

Class has introduced an automated tax statement system that can create individual or bulk statements for directly held securities.

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Administration, Documentation, Pensions

Advisers urged not to skimp on pension documents

A leading service provider has recommended SMSF advisers opt for full pension documents, even if it may cost clients more, to prevent confusion and breaches of PI insurance.

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