The SMSF sector is at a junction again, and that’s why the Future of SMSF is back! In 2014 and 2018, our Future of SMSF research gave practitioners something the sector rarely gets: hard evidence on how SMSF practices actually run. The 2018 findings were downloaded more than 1,000 times, presented to more than 3,500…
As part of the Super System final report delivered a decade ago (yes, 30 June 2010), the panel in their recommendation to Government articulated a vision and a number of policy principles that should apply to the super system as a whole, but also specifically to the SMSF sector. In addition, the panel identified that…
I read with great interest the release by Treasury of a discussion paper regarding a ‘Review of the Tax Practitioner’s Board’ (TPB) which is requesting feedback and comments on the future role of the TPB and the potential reforms to the regulation of Tax Practitioners in Australia. Of most significance was the perceived recognition that…
With the SMSF sector continuing to undergo significant change through legislation, regulatory reform and advancements in technology, it was the release of the Future of SMSF report in November 2018 that shed some important light into the challenges, opportunities and direction of service providers working within the SMSF industry. With these key insights, providing a…
“SMSF advisers will be able to use a new assessment tool developed by Smarter SMSF to benchmark the areas in which they may need to improve if they plan on growing or specialising in this area of advice.” Smarter SMSF chief executive Aaron Dunn said using eight metrics, including the number of SMSFs covered by…
