Articles by Tharshini Ashokan

Pensions, Retirement

SMSF legacy pensions need reform

Legacy pensions

The Actuaries Institute’s call for government action on legacy pensions is an important step towards helping retirees trapped in SMSF legacy income streams, an actuarial services provider says.

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ETFs

New ETF unlocks NYSE top 10 growth stocks

ETF FANG+ index

ETF Securities has launched a new ETF giving Australians the opportunity to invest in the 10 most highly traded growth stocks in the world.

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ATO, Compliance

ATO flags trustee eligibility concerns

ATO SMSF trustees eligibility

The ATO has reminded potential SMSF trustees and directors of SMSF corporate trustees about their eligibility obligations.

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ETFs

BetaShares unveils tech-specific ETF

Betashares technology ETF

BetaShares has launched a new ETF aimed at tracking the ASX All Technology Index.

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ATO, Superannuation

ATO issues update on new TBC debit

Rules to watch in the months ahead

The ATO has warned trustees that new transfer balance cap (TBC) debit rules might affect them following recent changes to superannuation rules.

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Retirement, Strategy

Downsizer contributions benefit from ‘no rules’

downsizer contributions

Trustees should not underestimate the opportunities presented by downsizer contributions particularly where the rules are not explicit in how it can be used.

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ASIC, Property

SMSF property promoter pleads guilty

Charterhill SMSF property Nowak

Charterhill Group founder George Nowak has pleaded guilty to charges of aggravated deception and dishonest dealings with documents.

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Administration

Embracing tech changes key to survival

Technological change

The fast pace of technological change in relation to the slow pace of organisational change can pose a threat to the success of SMSF service providers, a technical expert has said.

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Accounting, Auditing, Financial Planning

SMSF advice compliance “out of control”

SMSF advice compliance

The compliance changes SMSF advisers have faced recently have been overwhelming, a compliance expert says.

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Administration, Superannuation

Split contributions to lower TSBs

Splitting contributions

Splitting a previous year’s contributions to a spouse is one of a few effective ways of reducing a TSB at 30 June, an SMSF technical expert says.

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