Having started this project back in May 2018, we are pleased to advise that on Monday, 12 November 2018 the Future of SMSF final report will be released. The report is the largest we’ve ever produced from a record number 488 participants. The final report includes 10 chapters, 14,878 words and 47 charts & diagrams…
Having made substantial inroads into the analysis of our Future of SMSF survey, we have seen some fascinating insights into the many challenges and opportunities confronting practitioners supporting their SMSF clients. We know that the super reforms have had a massive impact on practices, but this is only a small part of the overall jigsaw. …
It’s been fair to say that the past 18 months have been hectic – sure, our clients have been impacted substantially by the super reforms, but at a practice-level, these changes have arguably been as profound (maybe more) for you as a practitioner. Adjustments for the introduction of the transfer balance cap (TBC), regular reporting…
In a modern practice, the adoption of specialist cloud-based SMSF software is only one part of the jigsaw in developing a solution that is truly customer-centric. After introducing Steph Hinds from Growthwise onto stage as a speaker at last year’s BGL RegTech, I listened with great intent as she spoke to the ‘tech stack’ she uses…
