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.

SMSFs involving many people can be complex and time-consuming to deconstruct, therefore when establishing an intergenerational SMSF, it is vital to discuss what will happen when it is eventually wound up, according to SMSF Association head of technical Peter Hogan.