Articles by Tharshini Ashokan

Financial Planning

Countplus continues to grow network

Countplus DMG Financial

Countplus has acquired a substantial stake in accounting and financial planning firm DMG Financial for almost $2.9 million.

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Appointments

Former SuperConcepts GM joins SuperAA

SuperAA new general manager

SMSF administration and audit firm SuperAA has appointed a former SuperConcepts executive to be its new general manager.

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Pensions

TBC can hurt death benefit pensions

Transfer balance caps

Trustees should understand how the death of an SMSF member could lead to potential TBC and property issues, an SMSF legal expert says.

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ATO

ATO letters should spark trustee education

ATO SMSF investment strategies

ATO letters examining SMSF investment strategies should lead to advisers educating trustees on their responsibilities, an SMSF expert says.

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Financial Planning, Retirement

Most retirees opt out of financial advice

retirees financial advice

The majority of Australians would rather look after their retirement finances independently of a financial adviser, according to a recent survey.

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Administration, Business News

Class completes new product integration

Class product integration

Class has completed its integration with Cloudoffis SMSF Sorted, which is designed to deliver increased efficiency to SMSF accountants and administrators.

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Pensions

ATO pension guidance raises questions

Minimum pension standards

The ATO’s guidance on minimum pension requirements for SMSFs raises some key questions, an actuarial services provider says.

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FASEA

FASEA releases September exam results

FASEA exam results

FASEA has announced the results for the financial adviser exams held in September, with a record number of advisers enrolled for the next round of exams in December.

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Pensions

Errors common in actuarial certificate process

Errors common in actuarial certificate process

Trustees should be aware of the potential stumbling blocks involved with completing the actuarial certificate application process as part of working out their fund’s ECPI, an actuarial services provider says.

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ATO

ATO gets serious with admin penalties

ATO administrative penalties

The ATO has changed its approach to the use of administrative penalties and trustees need to be aware of the implications, an SMSF expert says.

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