This article will address the problems that can arise in using alternate directors in an SMSF succession planning context and suggest a possible solution. Read more

SMSFs have a few distinguishing features that differentiate them from other superannuation funds in the market place. These features include Read more

There is a range of trends, themes and issues ahead that the industry believes it will need to address this year. Read more

A former manager in the aviation industry, Link Group's Suzanne Holden says there are more similarities in financial services than one might expect. She tells Darren Snyder how a past career helped transform the super fund administration giant. Read more

Insourcing has the potential to reduce costs, increase control by the fund and, through this, seeks to provide a better overall outcome for fund members or beneficiaries. It sounds like the obvious next step, particularly for funds with scale. However ... Read more

A new global study, conducted by The Economist Intelligence Unit (EIU) and sponsored by Northern Trust, sheds light on how asset managers are dealing with the increasing volume of data they face. In September 2015, the EIU surveyed 201 asset and insurance ... Read more

The proposed $1.6 million superannuation balance cap will, if introduced, result in substantial changes from 1 July 2017 and is likely to generate significantly more tax on the payment of death benefits. DBA Lawyers' director Daniel Butler provides ... Read more

A new Federal Court case underscores the continuing relevance of pecuniary penalties under the civil penalties regime to the Australian Tax Office's (ATO) enforcement toolkit. Read more

A number of years ago Bill Gates presciently observed that: "Banking is essential, banks are not". In the interim, we have seen the emergence and rising popularity of peer-to-peer lending, crowd-funding and new payment platforms, along with ... Read more

Keeping members engaged has become a critical issue for superannuation funds, particularly in light of increasing competition in the sector, and mastering digital channels appears to be the proverbial Holy Grail in this regard. Read more