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

Auditors have raised concerns over their ability to properly fulfil the required professional obligations when auditing an SMSF without holding an Australian financial services licence (AFSL).

Smithink founder David Smith has been appointed chair of FPT Wealth.

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.

SMSF trustees can ensure better protection of their retirement savings upon the death of a member by including clauses in the fund’s trust deed designed to facilitate a desired outcome. Trustees could achieve that through the inclusion of powers in the deed limiting the distribution of benefits upon the death of a member to individuals […]

The SMSF Owners’ Alliance has urged the federal government to take a thoughtful approach when considering any changes to the taxation of superannuation.

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.