Articles by Tharshini Ashokan

Superannuation

SMSFs on way to aspirational retirement

SMSFs aspirational retirement

Many SMSFs are on track to being able to afford a $100,000-a-year lifestyle in retirement, placing them well above ASFA retirement standards, according to the latest data from Accurium.

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Auditing

Recent court cases to affect SMSF audits

court cases SMSF audits

The outcomes of two recent cases will influence how audits are completed this financial year, however, audit obligations themselves will remain unchanged, an SMSF audit expert says.

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Administration, Superannuation

NALE changes create “bizarre” scenarios for advisers

NALE accountants planners

Financial planners and accountants may find themselves subject to unusual non-arm’s-length expenditure rules (NALE) in managing their own SMSFs.

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ASIC, Financial Planning

Adviser sentenced to 12-year prison term

ASIC fraud Jayaweera Growth

A former Brisbane-based adviser has been sentenced to 12 years’ imprisonment for stealing almost $6 million of his clients’ funds.

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Superannuation

SMSF sector nears new milestone

SMSF sector growth

Growth in the SMSF sector in the June quarter has pushed the number of funds to 600,000 with 35 to 44 year olds holding the largest proportion of new funds.

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ATO, Regulation

ATO to include SMSFs in real-time reporting

Real-time reporting ATO SMSFs

The SMSF sector will be part of the ATO’s move towards real-time reporting and until SMSFs are included, employers will be adversely affected, an SMSF expert says.

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Administration, Financial Planning

Advisers best placed to lead SMSF collaboration

SMSF collaboration model

Financial advisers should project manage SMSFs within a family office collaboration model in order to best serve trustees, an SMSF expert says.

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Profiles

One on one with…Nicholas Ali

Nicholas Ali

SuperConcepts Nicholas Ali on what he learnt as an adviser and how that drives him to find the best outcomes for other practitioners and their clients.

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ASIC, Superannuation

ASIC specifically flags SMSF downsides

ASIC SMSF downsides

ASIC has claimed an SMSF isn’t an appropriate strategy in certain situations and potential trustees should be aware of the downsides of SMSFs before establishing one.

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Appointments

SuperConcepts CEO expands role at AMP

SuperConcepts AMP Wealth

SuperConcepts’ new transformation strategy will coincide with the bigger role it is set to play in the AMP Wealth business.

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