The 2018 SMSF Awards winners have been revealed, and this year’s winners have spoken to SMSF Adviser about the processes, strategies and tools they have used to secure best service their clients.
SMSF Adviser is pleased to present the winners of the 2018 SMSF Awards, recognising and rewarding excellence and client satisfaction amongst SMSF service providers.
SMSF software provider BGL Corporate Solutions has integrated with a financial software firm that provides research tools for financial advisers.
SMSF software provider BGL Corporate Solutions has integrated with a financial software firm that provides research tools for financial advisers.
BGL is pleased to announce AdviserLogic has joined the Simple Fund 360 Marketplace.
Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.
Changes to the calculation of exempt current pension income are now in effect for 2017–18 returns and will significantly impact actuarial certificate providers and their service partners.
It’s with great pleasure that we announce CAS 360 V.34 has been released!
SMSF service providers are anticipating a serious spike in late lodgers this year, as professionals push to prioritise pension accounts before critical CGT and TBAR deadlines.
Joseph Cheung, Lawyer and William Fettes, Senior Associate, DBA Lawyers
An individual’s total superannuation balance (‘TSB’) determines many of their superannuation rights, entitlements and obligations. Accordingly, there is a strong incentive for individuals to carefully monitor their TSB over time, particularly towards the end of a financial year (‘FY’) when most TSB thresholds are tested.
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