Articles by Tharshini Ashokan

Administration, Superannuation

SMSF study clears up cost misconceptions

SMSF cost research

The latest research into the running costs of SMSFs has cleared up the common misconception SMSFs are an expensive option compared to APRA-regulated funds, a technical expert says.

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Education

Kaplan winds up flagship education offering

Kaplan DFP

Kaplan Professional has confirmed its Diploma and Advanced Diploma of Financial Planning will no longer be offered going forward.

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ATO

ATO flags valuation guidelines

SMSFs market valuation

The ATO has stressed the need for correct market valuations of assets for SMSF annual returns.

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Retirement

Cost of retirement up in September quarter

Cost of retirement

Retirees’ cost of living and spending rose during the September quarter despite the effects of the COVID-19 pandemic becoming less pronounced.

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ATO, Auditing

Latest ATO mail-out reveals more SAN misuse

ATO SAN misuse

The ATO has uncovered over 700 instances of SMSF auditor number misuse relating to SMSF annual returns for the 2019 financial year.

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Documentation

Avoid blanket conflict clauses in EPOA

conflicts clauses EPOA

Blanket clauses in EPOAs overriding conflicts of interest relating to the making or extending of BDBNs are likely to be ineffective or, in some cases, high-risk.

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Education, FASEA

FASEA requirements driving adviser exits

FASEA adviser exits

FASEA’s education requirement is the most common reason for financial advisers to leave the industry for another career, recent data reveals.

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Retirement

Traditional investment path fails retirees

Traditional investment retirees

The current portfolio approach for retirees is outdated and leaves them vulnerable to low interest rates and higher market volatility.

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ASIC, Financial Planning

ASIC begins limited advice consultation

ASIC limited advice consultation

ASIC has commenced consultation on the provision of affordable and limited financial advice.

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ASIC, Financial Planning

SMSFA welcomes ASIC limited advice review

SMSF Association limited advice

The SMSF Association has welcomed the release of ASIC’s consultation paper on the provision of affordable and limited financial advice.

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