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What’s on the horizon for superannuation and retirement?

  A green paper entitled Options for an Improved and Integrated System of Retirement has been released by the Actuaries Institute. The paper states that the current disparate Age Pension, aged care and superannuation system creates uncertainty and causes many retirees...

Navigate the new ECPI rules with A.S.A.P.

The ATO have added a substantial level of complexity to the calculation of exempt current pension income for SMSFs. This article covers the new changes to segregation, the disregarded small fund asset rules, transition to retirement income streams and walks you...

ATO’s robo-advice update cops backlash

Miranda Brownlee, SMSF Adviser. Last week, the ATO released an update on robo-advice which contained some inaccurate information about how robo-advice tools should be used. The update spurred some sensationalised media articles. The ATO has since retracted its...

User video – How to order an SoA from A.S.A.P.

Click here to watch our brand new video on how to order a Statement of Advice from A.S.A.P. We’ve just been granted a patent for this ground breaking technology.  Our online advice scoping tool makes it safe for unlicensed accountants to refer their clients to...