SMSFs Insights & Tips

Transfer Balance Account Report - TBAR - Events-based reporting
Solving events-based reporting for SMSFs

Chloe Ward Relationship Manager | Associate Director   Events-based reporting for SMSFs is coming whether trustees and their advisers are ready for it or not.  The ATO has made it...

05 10 2017 / Posted by Chloe Ward
Benefits of Managed Accounts Blog Header
Benefits of Managed Accounts

In an age of ever changing regulatory and compliance environment, and increasing pressure to deliver quality financial product advice to clients, Managed Accounts have become increasingly popular. According to findings...

05 10 2017 / Posted by Superfund Wholesale Team
ATO events-based reporting requirements for SMSF pensions
ATO events-based reporting requirements for SMSF pensions

The ATO wants more detailed and more frequent information regarding SMSF pensions. The regulator is consulting with the SMSF industry about the details of new events-based reporting obligations. While the...

04 10 2017 / Posted by Kris Kitto
How ‘zero touch’ SMSF Admin can help your business
How ‘zero touch’ SMSF Admin can help your business

Technology is quickly shaping the SMSF industry and is impacting all involved. Now, let’s not get caught up in all the hype around ‘Artificial Intelligence’ and ‘machines taking over jobs’...

23 08 2017 / Posted by Superfund Wholesale Team
SURVEY RESULTS Offshoring
The Issue of Offshoring Results 2017 – What do trustees think?

Australians are uneasy with their personal financial information being sent offshore by accountants and advisers, according to a survey we conducted. Data indicates overall adverse attitudes towards sensitive personal and...

14 08 2017 / Posted by Superfund Wholesale Team