Articles by Todd Wills

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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ETFs, Investments

Global X launches corporate bond ETF

Global X Corporate bond ETF

Global X has launched a US Corporate Bond ETF in Australia, offering investors access to the world’s largest corporate bond market.

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Investments

OpenInvest signs with Sydney firm

OpenInvest Sarto Advisory

Investment platform OpenInvest has partnered with Sarto Advisory to provide access to investment services for young investors.

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financial advice

Merger of FPA and AFA complete

AFA FPA Merger

The FPA and AFA have formally completed their merger and commenced operations under the new Financial Advice Association Australia banner.

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