Articles by Tia Thomas

Superannuation

Minimal budget changes endorsed

superannuation federal budget

The fact superannuation changes announced in this year’s federal budget have been minor has been welcomed by the main financial services bodies.

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Accounting

Super levels must be boosted

superannuation levels

Australians want to increase their level of superannuation savings and consider early access and super guarantee postponements as detrimental to this goal.

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Education

Poor results in first ASIC adviser exam

ASIC adviser exam

The results for the first ASIC administered financial adviser exam have been released, with more participants failing than passing.

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Business News

SAFAA makes name more representative

Stockbrokers Financial Advisers Association

The Stockbrokers and Financial Advisers Association has announced a new name to appropriately reflect the work its membership undertakes in financial services.

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ETFs, Investments

Nanuk lists sustainable ETMF offering

Nanuk ETMF

Nanuk Asset Management has converted its sustainable investment fund into an exchange-traded managed fund to widen its exposure to investors.

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Superannuation

Assets must be held during fund wind-up

SMSF assets

An SMSF marked for wind-up must retain some assets to ensure the process can be completed properly without any adverse consequences arising.

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ETFs

BetaShares to launch quality-focused ETF

BetaShares ETF

BetaShares is preparing to launch its Australian Quality ETF, providing exposure to diversified companies expected to deliver high rates of return.

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Contributions

COVID recontributions need approval form

COVID recontributions

Recontributions into superannuation to offset the COVID-19 early release of super can soon start, but the ATO has warned an approved form and process must be used.

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ETFs

ETF popularity continues to boom

ETF Investor research

Investors continue to flock to the ETF market, with core portfolio allocations increasing and no expectations of a slowdown in interest.

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Regulation

Govt names independent advice review head

Quality Advice review

The terms of reference for the Quality of Advice Review have been released, with the federal government also announcing Michelle Levy will head up the review.

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