ATO SMSF statistics are published every quarter for the self-managed super fund (SMSF) market. These reports provide a valuable insight into the SMSF sector and help confirm trends that SMSF professionals such as advisers and accountants need to be aware of when operating in the space. ATO SMSF Statistics – December 2019 The latest quarterly […]
This correction could turn out to be the opportunity of a lifetime or a nasty sharemarket bear trap, and the difference can boil down to knowing what you don’t know.
With social distancing restrictions from COVID-19 impacting almost every aspect of our daily lives we’ve been asking how estate planning can be validly completed and whether it’s possible to sign a Will electronically? Christina Wolfsbauer from Intello Legal outlines how you can still complete or update your SMSF estate planning during the COVID-19 restrictions.
You may have recently received an e-mail stating that smsfdataflow will no longer be supported and will cease operation on 1 March 2020. This web page contains essential information if you’ve signed up to use smsfdataflow for your SMSF to receive contributions from your employer.
Over the last decade outsourcing work offshore has been a trend in the Australian accounting landscape. Often one of the first areas an accounting practice will look to offshore is their SMSF compliance work. Although I don’t have an issue with offshoring in general as a business solution, for a number of reasons I believe […]
Recently our Executive Director Kris Kitto and our Business Development Manager Jamie Libiets attended the SMSF Association National Conference #NC2019 in Melbourne at the Convention Exhibition Centre. The SMSF Association National Conference 2019 provided opportunity for advisers and accountants demonstrate strength of determination, integrity and vision to preserve a sustainable SMSF sector. Attendees were able to explore […]
“What do clients want?” It’s the question that advice businesses ask themselves. For a long time the financial services industry has been widespread with providers engaging with a client individually for all facets of their lives. Mortgage brokers, financial advisers, accountants, bookkeepers and banks to name a few have historically had one on one relationships […]
Beware the Ides of March! The month of March lived up to its brutal reputation that all started on 15 March 44BC when Marcus Brutus stabbed Julius Caesar to death in the Roman Senate. Red ink flowed during March like the blood of Caesar. However, despite the dramatic headlines, markets have merely returned to a […]
With the policies outlined in the Super reform now in full swing, it’s fair to say that the advice needs for clients have increased, but the type of strategies they require have also changed. Liz Westover from PWC discussed this topic in depth at the recent SMSF Association conference where it was reiterated that for […]
A core competency of most advisers and accountants in the financial services sector has traditionally revolved around their technical competency. Whilst this is still clearly a required skillset, I believe that most prospective employers simply assume a minimum level of technical competency and are increasingly looking for a broader set of skills. The difficulty […]