Research reveals spike in planners’ struggle to retain SMSF clients
New research suggests financial planners are increasingly struggling to acquire and retain SMSF clients, and has also shed light on...
New research suggests financial planners are increasingly struggling to acquire and retain SMSF clients, and has also shed light on...
Superannuation investors' greatest concern is not underperformance but potential legislative change to superannuation rules, according to a report by State...
Accountants and advisers should collaborate more closely to achieve the best client outcomes, as SMSF practitioners may risk missing important...
A recent private binding ruling (PBR) has shed some light on an area of confusion in the SMSF sector regarding...
A NSW senator has criticised the pace of ASIC’s investigations of SMSF property spruiking cases and has urged the regulator...
Inefficient IT systems and processes are one of the main causes of employee dissatisfaction and often lead to higher rates...
The Indigenous Superannuation Working Group has called on the government to improve indigenous superannuation outcomes by enabling better data sharing...
An accounting software provider has announced several integration agreements with financial services providers, enabling access to financial products through its...
Credit-focused fund manager La Trobe has appointed a senior manager of client partnership for its funds management division based in...
One prominent industry lawyer believes that a considerable portion of those SMSF trustees with binding death benefit nominations (BDBNs) in...