Articles by Tia Thomas

Appointments, Financial Planning

AFA names new chief executive

AFA chief executive

The AFA has announced the appointment of a new chief executive following Philip Kewin’s decision to step down in March.

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Investments, Portfolio Construction

Returns not an ESG boundary for SMSFs

ESG returns SMSFs

An industry survey has shown more than half of SMSF trustees would consider investing in ESG products regardless of the returns these asset are likely to generate.

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Appointments

SMSF Association adds two board members

SMSF Association board

The SMSF Association is aiming to raise professional standards with the appointment of two board members, with one returning after stepping down in 2019.

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Commercial Property, Residential Property

Thinktank achieves significant milestone

Thinktank loan settlements

Thinktank has settled a record $1 billion in residential and commercial property loan settlements in the 2020/21 income year.

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ATO, Auditing

Auditor independence guideline updated

SMSF auditors guidelines

The independence standards guideline for SMSF auditors published by the ATO has been updated to define certain parameters regarding operational reviews.

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Financial Planning

Trustees more open to advice

SMSF trustees financial advice

SMSF trustees have become more open to receiving financial advice after COVID-19, an online industry survey has shown.

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Accounting, Auditing, Documentation

New aid for amended audit process

MyWorkpapers accounting audit

A new cloud-based service has been introduced to the market to make supporting document transfers between accounting and audit firms more secure.

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ATO, Auditing

Transitional approach to SuperStream

ATO SuperStream

The ATO has committed to applying a transitional period for SMSFs that do not comply with the new SuperStream requirements at 1 October 2021.

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Superannuation, Technology

SMSFs may not need ESA action

SMSFs ESA superstream

SMSFs using a digital service provider may already be compliant with the new SuperStream and electronic service requirements that will come into effect in October.

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ASIC

Civil penalty agreement for Dixon Advisory

civil penalty Dixon

Dixon Advisory and ASIC have entered into a heads of agreement to resolve the civil proceedings the regulator instigated against the financial services firm last year.

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