Financial services software provider IRESS has engineered an integration between its wealth management and financial advice platform Xplan and SMSF administration software specialist Class Super.

Analysis into SMSF investors has revealed the rotation out of cash into growth assets, a movement from listed Australian equities into international equities via managed funds and the move to direct property have persisted as key themes over the past two years.

SMSF specialist document provider Super Central has made a bundle of its superannuation documents as well as access to the Macquarie Cash Management Account available to trustees when they establish their own retirement savings fund.

The use of properly structured pension reserves can be a very powerful SMSF tool as amounts allocated to replenish these reserves will not be not be considered a concessional contribution, a sector expert has said.

Exchange-traded fund (ETF) provider BetaShares has released a new market offering specifically to service SMSF investors and retirees looking for an income stream solution through share dividends.

Many accountants have not been successful in obtaining an authorisation for a limited Australian financial services licence (AFSL) due to material deficiencies and not understanding the scope of the advice they provide, according to The Fold Legal.

A recent white paper on the Australian superannuation industry has suggested member direct investment (MDI) options developed for members of industry and retail super funds in an effort to prevent leakage to SMSFs may actually have the opposite effect.

Adviser and accountant expertise in the transfer of wealth during the retirement phase will be a key area that will propel business flows in the future.

Few companies, whether small, medium or large, across all industries achieve success due to a lack of vision or a dream, according to an American entrepreneurship guru.