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Getting the whole picture of an SMSF's wealth an important strategy: expert

Whole-of-wealth reporting will become increasingly beneficial for SMSFs as reporting requirements ramp up, says a wealth management specialist. Tim Sullivan, a private wealth adviser for Integro We ....

Andrew Omeagher , Technical Strategy Day , Private Wealth , Smsf S ,

New reporting regime may sound the death knell for spreadsheets

A Class BDM has insisted that quarterly reporting must prompt accountants and advisers to shift from spreadsheets to real-time data feeds. David Goldsmith, a business development manager (BDM) at Cl ....

New South Wales , Technical Strategy Day ,

Draft legislation compels a look at alternative investments

SMSF members would need to consider alternative asset strategies as the government pushes ahead with its plans to tax unrealised capital gains in its proposed new tax on earnings on superannuation bal ....

Technical Strategy Day , Grand Hyatt ,

Letting super funds provide advice is a 'good starting place'

With almost 16 million Australians having a superannuation account, allowing super funds to provide advice could enable more clients to access it, according to a technical expert. Macquarie’s hea ....

Olivia Mcardle , Macquarie Bank Limited , Financial Services , Macquarie Bank , Advice Review , Superannuation Report , Technical Strategy Day , Cash Management Account , Grand Hyatt , Macquarie Cash Management Account , Product Disclosure Statement , Market Determinations ,

Technology can add to relationship between SMSF clients and accountants: CEO

Technology can help accountants deliver strategic guidance and affordable advice for their SMSF clients, says the founder of an innovative software platform. George Haramis, CEO and co-founder of a ....

George Haramis , Corporate Solutions , Technical Strategy Day ,