News : Financial Planning

financial advice, Financial Planning, Management, Practice Management, SMSF, Superannuation

Disability readiness a multilayered win

Accommodating client disability can strengthen both advice propositions and businesses themselves from an operational perspective.

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Death benefits, Division 296, Estate Planning, financial advice, Financial Planning, Regulation, SMSF, Strategy, Superannuation, Tax

Div 296 drives estate planning urgency

SMSF members retaining high balances inside super will need to be proactive in their estate planning to avoid a further post-death tax hit.

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financial advice, Financial Planning, Practice Management, Regulation

ASIC sues Fortnum over cybersecurity

The corporate watchdog has taken legal action against an Australian financial services licence holder over alleged cybersecurity breaches.

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financial advice, Financial Planning, Management, Practice Management, SMSF, Superannuation, Technology

Advisers inactive over SMSF revenue

A large number of advisers have enjoyed an increase in SMSF client revenue, but have not introduced any specific measures to trigger this growth.

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Accounting, financial advice, Financial Planning, Legislation

Adviser exodus must be stopped

A call has been made for the federal government to take urgent action to prevent the reduction in adviser numbers becoming a crisis.

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Division 296, financial advice, Financial Planning, Insurance, SMSF, Superannuation, Tax

Revisit insurance set-up for Div 296

The treatment of insurance within an SMSF will need to be revisited as to determine the effect of policies on a member’s division 296 tax liability.

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financial advice, Financial Planning, Retirement, Strategy

Personal data boosts retirement income

Australians can enjoy a better outcome if they include their personal and household information in their retirement income strategy.

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financial advice, Financial Planning, Technology

Padua moves to improve advice sector

Padua Solutions has acquired SMSF insights provider Wealth Data in its pursuit of continually improving the standard of financial advice.

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Contributions, Division 296, financial advice, Financial Planning, SMSF, Superannuation, Tax

NCCs not a Div 296 earnings element

Non-concessional contributions will not play a role in the calculation of earnings for the Division 296 tax for SMSF members.

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Contributions, financial advice, Financial Planning, SMSF, Strategy, Superannuation, Tax

Reserving can’t sidestep Division 293

Combined superannuation contribution strategies will not create a method where SMSF members can avoid paying Division 293 tax.

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