SMSF accounts in accumulation phase are projected to hold $236 billion in funds under management (FUM) and comprise 9 per cent of total assets by 2026, down from 14 per cent in 2016, according to the latest figures from DEXX&R.

Financial advisers need to use suitable benchmarks to assess the performance of their clients’ SMSFs in order to give trustees the best possible opportunity to make informed investment decisions, an investment analyst has said.

Mathematical financial modelling specialist Optimo Financial is in the process of developing its online personal finance modelling system to make it applicable for an SMSF audience.

The Institute of Public Accountants (IPA) today revealed a new logo for its operations in Australia and overseas, the first of a number of new initiatives for its members.

BT Financial Group (BTFG) has revealed its general manager of superannuation, Melinda Howes, has absorbed responsibility for the firm’s SMSF business, following the announcement of Craig Lawrenson’s departure last month.