BGL has analysed data from over 175,000 funds in light of the recent announcements regarding the increased use of reserves.
BGL has teamed up with Netwealth to import daily investments data feeds from its platform into Simple Fund 360.
Significant time has passed since the introduction of the transfer balance cap (‘TBC’). During this period, many have become aware of the potential trap caused by the TBC for SMSF members who receive payments above the account-based pension (‘ABP’) minimum annual amount, and have responded by implementing various strategies to avoid this trap. This article shows that timely action can minimise any further opportunity cost resulting from the trap.
One of the major SMSF software firms has developed a new declaration of retirement feature and also announced an integration with a stockbroking platform.
By Joseph Cheung, Lawyer and Daniel Butler, Director, DBA Lawyers
When self managed superannuation funds (‘SMSFs’) borrow to acquire real property, one of the common mistakes is not having the deposit paid from the bank account of the SMSF trustee. This article highlights the importance of the deposit being paid the SMSF’s bank account and identifies some possible rectification options where the deposit was paid by another party.
BGL is proud to announce the release of interactive SMS in CAS 360.
One of the major SMSF software providers has released new SMS and email features to help users automate client communication and keep track of correspondence.
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