DKN targets accountants with SMSF tools

smsf-sector/self-managed-super-fund/chief-executive-officer/financial-planners/

29 March 2011
| By Milana Pokrajac |

Dealer group DKN has updated its self-managed super fund (SMSF) administration tools, targeting accountants who wish to continue to give SMSF advice without changing the shape of their business or becoming financial planners.

DKN will offer a limited authorisation solution via the SMSF Specialist Package, through its wholly owned subsidiary Lonsdale Financial Group.

SMSF administration assistance would include Class Super accounting software system, audit outsource services through ASF Audits, and SMSF Establishment, Borrowing, Documentation and Estate Planning tools through Topdocs.

DKN chief executive officer, Phil Butterworth, said the new enhancements have been launched following extensive testing. The SMSF Specialist Package would enable accountants to “retain their SMSF clients and continue to provide them with strategic and structural advice in the most efficient way,” Butterworth said.

The SMSF sector now accounts for one-third of the $1.3 trillion superannuation industry, according to recent statistics released by the Self-Managed Super Fund Professional’s Association of Australia (SPAA).

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo