Technical Strategy Day News Today

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

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

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

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

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

A technical expert has suggested that older clients with large balances could consider drawing down on their SMSFs to avoid a large death benefit tax. Ahead of the SMSF Adviser Technical Strategy Day

SMSF property investors have been encouraged to explore positively geared properties to avoid potential cash flow risks. Ahead of the SMSF Adviser Technical Strategy Day 2023, gold partner Supavest

As technology improves, SMSF trustees could be required to lodge their transfer balance account report (TBAR) in real time, according to an actuarial certificate provider. Ahead of the SMSF Adviser

The head of a fintech firm said implementing only some of the Quality of Advice Review recommendations could potentially dilute its effectiveness. Ahead of the SMSF Adviser Technical Strategy Day 2023

Benefit payments may seem straightforward but advisers and SMSF members could fall into traps if the paperwork does not align, warned a legal expert. Ahead of the SMSF Adviser Technical Strategy Day