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.

The SMSF Association has cautioned the sector that only full compliance with the new SuperStream regulations will guarantee retirement savings contributions are directed to the desired superannuation fund.

The Self-Managed Independent Superannuation Funds Association (SISFA) has revealed it will expand its profile in the SMSF industry by stepping outside of its usual technical realm and become much more relevant on a trustee level.

Robo-advice’s ability to deliver detailed retirement income estimates would not only be a meaningful tool for SMSF advisers, but could also benefit accountants and administrators in the sector.