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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