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 […]

Game changing SMSF strategies

SMSF strategies in a post-super reform world   The 2017 super reforms have significantly transformed the SMSF space especially for high-net worth clients. Now the dust has settled, it’s time to determine what new strategies need to be implemented to ensure the best outcome for SMSF clients.   Drawdown Strategies Research conducted by Class Ltd […]

Traversing the SMSF landscape

For the most part, superannuation reform commenced from 1 July 2017, however, there are some changes that take effect from 1 July 2018 and the likelihood of more changes effective from 1 July 2019.   1. Annual reporting will impact the capacity to contribute As we all know, SMSFs were provided with a blanket lodgement […]

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 […]

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 […]

Should you really be working on your holiday?

First of all, if you are reading this whilst sipping on a Piña colada on the beaches of the Bahamas with the sounds of ukeleles in the distance I want to thank you 🙂   Seriously though, should you be working right now? While most Australians are enjoying a break in preparation for 2018, those […]

Fintech thinking needed for SMSF advancement

Fintech offerings are re-shaping financial services by showing how nimble and efficient common financial and investment tasks can become. For example, robo-advisers have enabled investors to quickly and easily set up an account online, determine their risk profile and be invested into a diversified portfolio in less time than it takes to drive to a […]

Why our screens are making us less happy?

  We are in a world where looking at a screen is just an integral part of life. We often find ourselves switching between our work computer, laptop and phone in a space of 8 hours. A matter of fact, you are actually reading this blog from a screen right now. A survey conducted by […]

The Issue of Offshoring Results 2017 – What do our clients think?

A few months ago, we reached out and asked our clients to share their view on offshoring and how it influences their decision to work with professional services businesses like ours. We then put together a press release to voice their opinion to the industry releasing the results from the survey via Superfund Wholesale. The below responses were featured in over 15 different publications […]