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Down the rabbit hole

With a greater onus on quality record-keeping and a raft of technical changes to contend with, SMSF administration is entering a new ...

Empowering clients

Despite forging a career and reputation in understanding changes within the superannuation framework, Meg Heffron tells Jotham Lian why ...

Tools for segmenting your client base

With events-based reporting now in full swing, a segmentation strategy may help SMSF firms to manage different levels of client needs.

Estate planning health check

With end of financial year compliance now wrapped up, many practitioners are turning their attention to estate planning concerns

Taking stock

Labor’s imputation credit policy has brought diversification back into focus and seen interest in the global equity market further ...

An evolving beast

While the new professional standards for advisers continue to be fleshed out, it’s clear these changes will force some critical career ...

Compliance hotspots for SMSFs

BDO partner Shirley Schaefer discusses some of the potential compliance traps for SMSF returns this year and the items on the ATO’s radar at ...

Moving with the tide

Entering the mortgage broking industry just after the GFC, Tony Caine tells Miranda Brownlee about the myriad of changes he has witnessed ...

FULL SPEED AHEAD

With regulatory technology already making waves in the SMSF space and showing no signs of abating, what will SMSF compliance look like in ...

GOLDEN YEARS

An ageing population coupled with the sweeping changes to the aged care system, means that advice services targeted towards the elderly have ...