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Posts archive for April, 2015

SMSF Incubator - delivering Class Super to small & start-up accounting businesses

How to run a SMSF without a wrap account

April 16, 2015| Kris Kitto| in category Advisers, Products & Solutions 1 comment

One of the reasons why many advisers have traditionally favoured WRAP accounts for their SMSF clients is for the back-office administration efficiency that this achieves in their business.

When it comes to ease of transacting and online reporting, a WRAP account provides the adviser with an easy solution. However, as many advisers grow the SMSF part of their business, they realise that the typical SMSF client often has a different mindset and differing objectives to a typical non-SMSF clients. Below I’ll explain how to run a SMSF without a wrap account. (more…)

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