Articles by Todd Wills

ASIC, SMSF

Director pleads guilty to dishonest conduct

August 3, 2023

A former director who used SMSFs in relation to the misappropriation of over $500,000 of client funds has pleaded guilty to dishonest conduct.

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BDBNs, Estate Planning, SMSF, Trusts

SMSF testamentary trust released

August 2, 2023

Todd Wills

A new service has been launched to aid advisers and trustees in managing litigation risks in estate planning by combining a binding death benefit nomination with an SMSF testamentary trust.

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Investments

Living costs hit online investments

August 2, 2023

Todd Wills

Cost-of-living pressures are contributing to a contraction in the online investment marketplace in Australia.

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Compliance, SMSF, Superannuation, Tax

$3m cap won’t destroy SMSFs

August 1, 2023

Todd Wills

SMSFs will remain an attractive superannuation vehicle despite the impacts of the $3 million super earnings tax.

Hub24 unveils new data feeds

August 1, 2023

Todd Wills

Platform provider Hub24 is set to expand the range of features available to its adviser clients, introducing new data feeds and capabilities to its platform.

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SMSFA, Superannuation, Tax

$3m super tax law expected by mid-2024

July 31, 2023

Todd Wills

The government is likely to release draft legislation for the proposed $3 million superannuation earnings tax by early September, with the bill expected to pass through parliament in mid-2024.

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ETFs, Investments, Platforms

CommSec unveils international shares platform

July 31, 2023

Todd Wills

Commonwealth Bank of Australia has launched an international share trading platform offering investors access to 13 additional international equities markets.

Ethical advice goes beyond compliance

July 27, 2023

Todd Wills

When providing advice to SMSF clients, advisers should consider external factors as adhering to the Corporations Act may not guarantee ethical conduct.

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Technology