The changing face of Australia’s super savers

The changing face of Australia’s super savers

How many of your clients are female SMSF trustees born after 1976? If ATO statistics are anything to go by the answer is probably “not many, if any”. However, as young hopefuls step up to the world of financial responsibility, accountants across Australia...
3 SMSF compliance points the ATO will focus on in 2018

3 SMSF compliance points the ATO will focus on in 2018

Following the July 1 super changes, the ATO will be paying particular attention to certain areas of compliance. When advising your clients on SMSF investment products, you’ll need to look out for these key focal points to ensure their assets¬†continue growing in...
Understanding the demographics for SMSF trustees

Understanding the demographics for SMSF trustees

Picture a typical SMSF trustee. Who do you see? Everybody has their own idea of the typical Australian who wants to manage their own wealth – but that can lead to some dangerous assumptions about the attitudes and desires of your clients. Let’s break down...