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Four tips to sort out your super
Planning for retirement is a task that often gets pushed to the bottom of to-do lists. But you can sort out your super in four simple steps (and your future self will thank you for it)...
Winding up an SMSF before 30 June? Avoid these pitfalls
If your client has decided to wind up their SMSF, it’s vital that you’re both aware of potential traps in the process...
Unstoppable forces disrupting the finance industry
New, low-cost business models are disrupting the traditional, high profit margin finance industry...
The dementia epidemic and financial control
How capable is an ageing population of making complex financial decisions, and what happens when cognitive abilities decline?...
SMSFs and the insure thing
25,000 Australians a year set up a self-managed superannuation fund, but do they have the best insurance in place?...
3 changes to super that SMSFs need in the next budget
SMSF specialist Meg Heffron has three issues with self-managed super funds the government can fix without blowing the budget...
Pension tension over retirement changes
Ageing populations are weighing down the Australian and New Zealand economies, but voters don’t want to see changes to the retirement system, a new CA ANZ survey shows...
SMSFs back in the spotlight
As a Royal Commission starts hearings into Australia’s super and SMSF sectors, pressure is growing for a regulatory shake-up...
Are SMSFs really in a spin?
The rate at which SMSFs are being set up has slowed, but does that mean they have lost their appeal?...
Our most useful work changes during the COVID-19 lockdown
Working remotely has taught Meg Heffron and Lyn Formica CA valuable lessons that other accountants could find useful...
CA Specialists: experience recognised
Find out how five CAs enhanced their personal brand by becoming CA Specialists in their fields...
Become an SMSF specialist
Kate Sheringham CA speaks with Acuity about her career and the benefits an SMSF specialisation has brought her...
Wealth management: Navigating the new normal
Long-held principles of conservative investing are breaking down in today’s low-interest, low-growth environment...
Do you have an exit plan?
More than a decade ago I took a calculated risk by becoming a business owner. I stepped away from the relative safety of employment at global financial institutions and into my own private wealth...
The future of SMSF advice
Continuing to meet your clients’ needs into the future involves more than just providing factual information...