Articles by Tharshini Ashokan

TSB changes likely to hit trustee strategies

February 10, 2020

Some trustees with LRBAs may need to rethink their usual strategy in order to comply with the changes to TSB calculations, an SMSF technical expert says.

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Retirement

Over-50 super caps too low

February 6, 2020

Tharshini Ashokan

Restrictions on voluntary contributions, as well as the complexities of the retirement income system, are deterring Australians from saving enough for their retirement, the SMSF Association says.

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Retirement

SMSFs vital to retirement income

February 5, 2020

Tharshini Ashokan

SMSFs play an important role in the retirement income system and should be given due consideration in the Retirement Income Review, the SMSF Association says.

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Financial Planning

Advice group unveils self-licensed support

February 5, 2020

Tharshini Ashokan

Lifespan Financial Planning has launched a support service for self-licensed financial advisers that will draw on in-house and external partner expertise.

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ASIC

ASIC permanently bans Sydney SMSF adviser

February 4, 2020

Tharshini Ashokan

ASIC has permanently banned a Sydney-based SMSF adviser after she was found guilty of misappropriating money from clients’ funds.

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Compliance, Regulation

System fine without active member test

February 4, 2020

Tharshini Ashokan

The active member test for overseas SMSF trustees would become irrelevant if the current approach to rollovers and personal contributions was improved, an SMSF expert says.

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ATO

TBC indexation not for 2020

February 3, 2020

Tharshini Ashokan

The ATO has announced indexation of the general TBC will not go ahead in July and also reminded trustees investing in property of their GST obligations.

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FASEA