SMSFs with unmet advice needs are at a record high
New research sheds light on why the sector presents a renewed opportunity for advisers.
Alex Burke
July 16, 2019
New research sheds light on why the sector presents a renewed opportunity for advisers.
The latest ATO data suggests a once-booming sector may be slowing down.
The new CommSec SMSF Trading Trends Report is out, and the trends might surprise you.
With Australia’s biggest financial institutions ceasing lending for SMSFs, it’s worth considering what this means for the sector.
With most SMSF holders preferring to stick firmly to Australian equities and cash, Aussie financial advisers have a big opportunity to educate their clients on the benefits of diversification in their SMSF portfolios. Vanessa explores what advisers should be discussing with their SMSF clients and why.
A new year provides a great kick-start to reassess priorities and focusses for the year ahead. No More Practice creator, Vanessa Stoykov, explains why we’ll be focussing on aged care and SMSF moving forward, and how we’re planning to assist you throughout 2017.
For anyone who has had children in the last decade or so, you may well have come across the book Who Sank the Boat? In this children’s book, all the large animals carefully climb into the boat – the horse, the cow, the sheep; but it is only when the mouse climbs in at the end that the boat sinks.
Although it’s business-as-usual for most accountants, licensing will enable the proactive to grow their businesses, expand services lines and give clients what they need.
Licensing will enable many accountants to service their clients and be considered a primary source of advice.
Over the last five years, Australian investors have seen a significant fall in the returns on their cash and term deposit holdings, and in many cases are experiencing negative real returns for the first time. This has created financial stress for many clients, especially retirees who may need to draw on their capital in the short term to maintain their lifestyle.
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