Accountants looking to become licensed to provide advice, especially to SMSF clients, must be conscious any option they decide to take will have a significant effect on referral partner arrangements they might currently have in place with financial planners, according to a licensing specialist.

Instalment contracts could be a potential solution for SMSFs wanting to employ gearing-like strategies to acquire property in the event limited recourse borrowing arrangements are prohibited, a legal expert on the sector has suggested.

The process for SMSFs to transfer from one administrator to another is highly difficult due to two key inefficiencies, an industry executive has said.

The SMSF Owners’ Alliance (SMSFOA) has called out the Association of Superannuation Funds of Australia (ASFA) for singling out super funds with high account balances as the starting point for tax concession discussions.

The SMSF market would be the next major growth area for robo-advice following the strong global take-up of the wealth management model by sophisticated investors aged 60 and over, according to a new report.

Online investment community SelfWealth is getting ready to unveil the BGL200 Index, which will allow BGL Corporate Solutions clients to compare their fund’s performance against the top 200 funds.

Perpetual Private today announced a new partnership program that will offer accountants assistance in determining the right licence path and opportunities to connect with trusted organisations as preparation for the removal of the accountants’ exemption.

AssureInvest has launched a consulting service aimed at providing independent external investment solutions for accountants and financial planners operating in the SMSF space.

Heffron SMSF Solutions has successfully completed the acquisition of 1400 SMSFs and would continue to focus on building further scalability through more large purchases.