ATO SMSF Statistics December 2019

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 […]

Can you sign a Will electronically?

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.

smsfdataflow changes and rejection messages

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.

Offshoring SMSF compliance work alternatives

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 […]

SMSF Association National Conference

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 […]

The Sole Trusted Adviser

“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 […]

Financial Market Update | March

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 […]

The evolution of financial services is squeezing the middle ground

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 […]