Listed investment manager Challenger has announced it has entered into a $25 million acquisition agreement for specialist SMSF service provider Bendzulla Actuarial.

The Australian Securities Exchange (ASX) Managed Funds Service (AMFS) will provide SMSFs with an opportunity to introduce new ways of diversifying across a range of different asset classes. The AMFS, formerly known as Aqua II, will allow fund managers to have their managed funds admitted to the ASX as settled products. ASX head of customer […]

The SMSF Professionals’ Association of Australia (SPAA) has voiced strong opposition to permitting the prudential regulator to apply prudential principles to the SMSF sector.

Accountants looking to take out a limited Australian financial services licence (AFSL) to allow them to continue to service the SMSF sector are finding it difficult to put appropriately priced professional indemnity (PI) insurance cover in place for their practices, according to an expert service provider in the space.

SMSF software provider BGL’s new offering, Simple Fund 360, has received solid support from existing clients since it was made available to them last week.

SMSF advisers need to be mindful that notional estate orders decided by the courts in regard to will challenges can affect superannuation balances, according to an SMSF lawyer.

SMSF advisers need to establish the action threshold of a client to determine how to most effectively communicate their value proposition and in turn build their books of business, according to motivational speaker and bestselling author Jordan Belfort.

Introducing a required minimum asset balance for people wanting to establish an SMSF could result in adverse consequences for competing sectors of the superannuation industry, according to a sector expert.

Adelaide-based SMSF accounting firm Crase Robinson will now operate under the name of Addept Business Advisors and Chartered Accountants, having undergone a rebranding exercise to better reflect its amended structure, which includes the provision of financial advice.