News : Technology

Investments, Technology

Trading platform tailored for SMSFs

August 4, 2021

Darin Tyson-Chan

SMSF trustees can now access an online share trading platform with functionality specifically designed for their needs.

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ATO, Technology

Six-member fund registration from mid-August

July 15, 2021

Jason Spits

The ATO will need a further four weeks to get its systems in place to handle the registration of six-member funds.

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Superannuation, Technology

SMSFs may not need ESA action

July 12, 2021

Tia Thomas

SMSFs using a digital service provider may already be compliant with the new SuperStream and electronic service requirements that will come into effect in October.

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Documentation, Technology

New online fact find launched

June 15, 2021

Jason Spits

The hurdles of COVID-19 have driven a financial planner to create a new online fact find tool that meets new legal obligations for storing client records.

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ATO, Technology

Super Fund Lookup error surfaces

June 10, 2021

Darin Tyson-Chan

A malfunction of the ATO’s Super Fund Lookup register has resulted in some SMSFs erroneously losing their complying status on the system.

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Administration, Technology

Admin provider beefs up contributions tool

May 6, 2021

Jason Spits

SMSF Alliance has made changes to its contribution reporting system allowing advisers an overview of an SMSF client’s total input into their fund.

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Technology

SuperMate platform set for relaunch

May 5, 2021

Darin Tyson-Chan

SuperConcepts will relaunch its SuperMate SMSF administration platform with an overhaul of the functionality it provides to clients through improved use of technology.

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Financial Planning, Technology

Technology to transition to new advice role

April 15, 2021

Darin Tyson-Chan

Technology is destined to play a more significant role in the delivery and affordability of financial advice.

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Superannuation, Technology

SuperStream assistance will pay off in future

March 30, 2021

Tharshini Ashokan

SMSF practitioners should take a proactive approach to ensuring clients’ funds are ready for the SuperStream system, particularly if fund rollovers are likely to happen in the near future.

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Technology

Heffron releases TBC calculator

March 22, 2021

Darin Tyson-Chan

Heffron has launched a calculator to help accountants and advisers monitor a client’s personal transfer balance cap in the lead-up to the application of indexation to this threshold.

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