Articles by Todd Wills

Administration, Platforms, SMSF

SuperMate pricing adjusted

SuperMate pricing

Users of SMSF administration platform SuperMate will now have the flexibility of a new pricing tier more appropriate to their requirements.

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ASIC, SMSF

Melbourne adviser cops permanent ban

adviser banned SMSFs

ASIC has banned a Melbourne-based financial adviser for misappropriating over $1.6 million in client superannuation savings rolled over to SMSFs.

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Property, Retirement

Equity release used to manage inflation

Home equity release

Older Australians are increasingly using home equity release schemes to refinance their mortgages and pay off debts due to rising living costs and interest rate increases.

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ASIC, SMSF

Ex-adviser jailed for six years

SMSF fraud

A former Sunshine Coast financial adviser has been sentenced to six years’ jail for fraud after withdrawing funds from his SMSF clients’ accounts for personal use.

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Superannuation, Tax

FAAA wants soft cap fine-tuned

Financial Advice Association Australia

The FAAA has called for changes to the threshold and calculation method of the newly proposed $3 million soft cap on superannuation.

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SMSFA

SMSFA bolsters senior management team

SMSF Association

An industry veteran has been appointed to the position of head of membership and corporate development at the SMSF Association.

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SMSF, Superannuation, Tax

New tax threshold needs review

$3 million threshold.

The consultation process regarding the proposed $3 million soft cap on the superannuation balances of individuals is overlooking a key element.

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ETFs, Investments

New ETF offers enhanced diversification

Global X ETF

A new ETF from Global X will offer exposure to top Australian companies while reducing duplicate holdings of popular blue-chip shares.

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Investments, Regulation, SMSFA, Tax

Imputation system bill problematic

Franking credits bill

The SMSF Association is worried about the impact proposed legislative amendments to the franking credit system will potentially have.

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Superannuation

Super objective shouldn’t dictate operations

Superannuation objective

The objective of superannuation should be limited to policy issues rather than the operation of the system.

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