Articles by Todd Wills

Appointments, Business News

Cooper joins Bennelong board

Appointment Bennelong Funds Management John Burke Jeremy Cooper

Retirement income specialist Jeremy Cooper has joined the board of Bennelong Funds Management as a non-executive director.

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Auditing, Compliance, SMSF

Lower-cost audits fraught with risks

Auditor independence standards SMSF auditors APES 110 Auditing services Low-cost

The increasing use of cheaper, outsourced SMSF auditing services may pose new risks in relation to upholding the independence standards for auditors in the sector.

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Contributions, Education

Heffron unveils intermediate SMSF course

SMSF Education Heffron Super Extension Super Foundations

Heffron has broadened its educational options for professionals seeking to delve deeper into their SMSF understanding beyond the entry-level Super Foundations course.

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ASIC, Auditing, Compliance, SMSF

ASIC sanctions nine SMSF auditors

SMSF auditors ASIC Disqualification Compliance

ASIC has taken action to remove seven SMSF auditors from practice and imposed conditions on two more practitioners after referrals from the ATO.

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ASIC, Regulation

SMSF investment firm director charged

ASIC Aryn Hala A One Multi crypto SMSF Rollover

The former director of an unlicensed financial services business who convinced investors to transfer their retirement savings into an SMSF has been charged with nine offences.

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ETFs, Investments, Platforms

OpenInvest partners with boutique firm

OpenInvest investment platform Aldersley Capital Wealth management solution ETFs

OpenInvest has teamed up with Aldersley Capital to offer access to three distinct investment portfolios.

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Compliance, Contributions, Property

Property improvements a cap risk

Property assets Improvements Contributions Contribution caps SMSFs

Changes to property assets in an SMSF are likely to be considered contributions to the fund as they meet the definition of a contribution under taxation law.

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ETFs

BlackRock adds iShares ETFs

BlackRock iShares ETF Exchange traded fund

BlackRock will add three additional options to its iShares style-based suite of exchange-traded funds.

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Administration, BDBNs, Death benefits, Documentation

Case shows need for BDBN paper trail

SMSF BDBN Capacity Death benefit NSW Supreme court

The NSW Supreme Court has deemed a BDBN made on the day of an SMSF member’s death valid, despite a challenge in relation to the deceased’s capacity to execute the document.

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Contributions, NALI/NALE, Regulation

Asset shortfall a NALI risk

NALI SMSF Asset transfers LCR 2021/2 Contributions market value

SMSF practitioners and trustees have been warned about the potential NALI risks involved when transferring assets into a fund.

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