Articles by Tharshini Ashokan

Strategy

Deferred allocations effective, but need care

deferred allocation

The key to an effective deferred allocation strategy is understanding what is required of a fund at the time of making a contribution and allocating a contribution, a technical expert says.

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Retirement

Retirement must be built around longevity

longevity retirement advice

Time frames based on a better understanding of retiree longevity are crucial to providing adequate retirement planning advice, a technical expert says.

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Retirement, Strategy

Longevity key to cash-flow plans

longevity cash-flow

Longevity risk is a crucial factor to consider for advisers working on SMSF cash-flow planning, a technical expert says.

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Superannuation

Reduce large balances to cut concessions

super balances tax concessions

ASFA has recommended the reduction of large super balances to cut back investment earnings tax concessions they receive arguing they are inequitable as part of its budget submission for 2021/22.

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Financial Planning

Commission yet to deliver improved outcomes

hayne commission improved advice

The recommendations of the Hayne Royal Commission have not improved financial advice or lessened the complexities of its regulatory framework, the AFA says.

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Financial Planning, Regulation

New disciplinary body should bring reform

adviser disciplinary body

The AFA has called on the government to use the establishment of a single disciplinary body to reduce the complexity of the financial advice framework.

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ASIC, Financial Planning

Rising ASIC levy needs review

ASIC levy financial advisers

The FPA has urged the government to review the ASIC levy on planners, noting its increases are inconsistent and adding to the burden of providing advice.

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Superannuation

Use budget to simplify super

budget superannuation system

The SMSF Association has urged the government to use the 2021/22 federal budget to simplify the retirement income system.

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LICs

LICs, LITs hold firm through 2020

LICs 2020 COVID

The sector market capitalisation of LICs and LITs held steady in 2020, with only a marginal fall despite the economic impact of the COVID-19 pandemic.

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Superannuation

Cost of SG rise will hit wages

super guarantee increase

Employee wage rises will be adversely affected by the legislated superannuation guarantee (SG) rise, a senior government minister says.

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