News

Estate Planning

Estate planning has pros for small SMSFs

Low-balance SMSFs may be worthwhile when combined with estate planning benefits unavailable in other super structures, a law firm has said.

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Residential Property

Fractional property SMSF trends continue

BrickX has revealed SMSFs using its platform to access Australian residential property remain the biggest diversifiers across individual properties and also hold the highest average account value, ahead of the fractional property fintech tomorrow marking 12 months since its launch.

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Practice Management

BGL achieves two-way Xero integration

BGL Corporate Solutions has officially released two-way integration with Xero Practice Manager to automatically synchronise contacts in SMSF administration software Simple Fund 360, as well as CAS 360, with clients using Xero.

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Compliance

Events-based reporting urgency needed

Runners in motion.

Advisers need to make sure their clients are currently preparing for the new transfer balance account reporting (TBAR) regime even though its inception will not be until 1 July 2018, an advisory firm director has recommended.

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ATO

ATO has close to no TBC discretion

It is important for SMSF trustees to ensure their funds do not exceed the newly implemented transfer balance cap (TBC) due to the restricted parameters the ATO has to operate under when enforcing this requirement, the regulator has said.

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Superannuation

Superannuation tax framework done

'THE END' typed.

Revenue and Financial Services Minister Kelly O’Dwyer has declared the federal government’s work on the tax structure of the Australian retirement savings system is now complete and no further changes in this area will be made.

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Business News

SuperConcepts strengthens board

SuperConcepts today announced the appointment of Amanda Johnston-Pell to its board, bringing a wealth of strategic marketing, business transformation and innovation experience to the SMSF firm’s board.

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Business News

Income fund embraces investor ethics

Martin Currie has revealed it has based its ethical income fund on environmental, social and governance (ESG) screens suggested by clients, in order to embed client values into the offering rather than dictating ethics from the top down.

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Practice Management

DIY admin SMSFs up for grabs

A glass jar filled with small plastic pigs.

Across the industry, 15 per cent of SMSFs are administering their fund on their own, presenting growing concerns around how they will cope with the complexities of the new superannuation rules, according to the latest analysis from Class.

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Business News

Trading platform targets SMSFs via education

Foreign exchange and contracts-for-difference (CFD) trading platform provider easyMarkets is looking to attract more SMSF clients through education programs and networks informing trustees how these instruments can be used properly to enhance their portfolio returns.

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