Articles by Tharshini Ashokan

Financial Planning

CBA to offload Count Financial

CBA will sell off Count Financial to former subsidiary CountPlus for less than 1 per cent of what it paid for the business in 2011.

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Insurance, Superannuation

Super sector launches life insurance education campaign

Two superannuation bodies have launched a joint campaign to raise awareness of the upcoming Protecting Your Super changes and their impact on life insurance cover through super.

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Residential Property, Retirement

DomaCom unveils equity release product for retirees

DomaCom has launched the first equity release product for retirees that is available to financial advisers without requiring a real estate or credit licence.

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Pensions, Property

More retirees to access reverse mortgages

Changes to the Pension Loans Scheme will allow more retirees to access reverse mortgages, but they should also consider the potential downsides.

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Compliance

Member admission poses compliance risk for SMSFs

Trustees and advisers who do not pay close attention to SMSF member admission rules may be placing their funds at risk of being found non-compliant by the ATO.

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Administration

Member values key to effective SMSF administration

SMSF members; administrators

SMSF members are increasingly likely to seek out administrators who prioritise long-term, intangible values by providing guidance and building rapport, as well as offering low cost and efficiency.

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Pensions, Retirement, Superannuation

Poll indicates strong support for raising SG

superannuation; age pension; retirement

The majority of Australians are supportive of raising the rate of compulsory superannuation and believe the age pension alone will not meet their retirement needs.

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Administration, Superannuation

Regular processing crucial to SMSF compliance

SMSF administrators should consider processing funds on a monthly or quarterly basis in order to ensure better fund compliance with ATO requirements.

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Property, Strategy

Division 7A changes pose potential trustee risk

SMSFs with related-party loans should be wary of a range of changes slated for Division 7A loan rules.

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Auditing, Investments

Unlisted assets attract greater audit scrutiny

Unlisted assets in an SMSF are more likely to lead to a qualified audit following growing concerns around their valuations.

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