News : Financial Planning

Financial Planning

SMSFs still in the dark over DDO

SMSF DDO

Two differing positions within the law continue to create uncertainty as to whether SMSF advisers must comply with the DDO regime.

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Financial Planning

Transaction complexity linked to capacity

trustee capacity

The ability of an SMSF trustee to make rational decisions can be linked to the complexity of a particular action and capacity should not be assumed.

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Financial Planning, Regulation

Review to look at scope of accountants advice

advice review accountants

The quality of financial advice review will consider what financial advice is, who can offer it and what accountants can do in the area of super.

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Financial Planning, Tax

Time running out to prove tax bona fides

TPB relevant provider

Practitioners who provide tax advice have until year end to register with the TPB for inclusion on the relevant provider register from the start of next year.

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Financial Planning

Consider capacity across a spectrum

client capacity

Advisers should not presume the incapacity of a client to act in one area will restrict them from acting in another.

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Financial Planning, Regulation

Labor stance on degrees welcomed

Labor advisers degree

The federal opposition’s promise that it will not require experienced advisers to hold a degree has been welcomed by the SAFAA.

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Estate Planning, Financial Planning

New advice body details member costs, benefits

SAPEPAA membership

The newest association to represent the interests of specialist advisers has formally launched, outlining its membership fees and service offering, including a business marketing and referral service for foundation members. The Succession, Asset Protection and Estate Planning Advisers Association (SAPEPAA) was launched online earlier today by the Association’s board chair Grant Abbott who said the […]

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ASIC, Financial Planning

Limited advice guidance released

limited advice ASIC

Practitioners providing limited financial advice have been provided with an ASIC information sheet to assist with their compliance obligations.

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Accounting, Estate Planning, Financial Planning

Wealth transfer body to formally launch

SAPEPAA launch

The Succession, Asset Protection and Estate Planning Advisers Association (SAPEPAA) will formally launch this week about a year after its formation was first flagged.

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Financial Planning, Superannuation

COVID relief needs specialist advice

SMSF specialist advice

Specialist advice is needed for SMSFs to navigate the impact and extension of the COVID-19 relief measures, according to the SMSF Association.

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