News

Aged Care, Superannuation

Using super to fund aged care dangerous

Aged care

Any proposal to use superannuation savings to fund aged-care costs would run counter to the purposes for which the system was established.

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Investments, Technology

OpenInvest partners with low-cost advice firm

Life Sherpa

Two financial firms have partnered to launch a managed fund for investors seeking an affordable investment opportunity.

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Regulation, SMSFA, Tax

SMSFA broadens soft cap talks

$3 million soft cap SMSFA

The SMSF Association is engaging other industry bodies to help its campaign to have the government change the calculation method for the $3 million soft cap.

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Cryptocurrency, LRBA

Borrowing for crypto not viable in SMSF

SMSF LRBA cryptocurrency

The use of LRBAs to invest in cryptocurrency inside an SMSF is practically impossible given the current lending market and superannuation laws.

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financial advice, Regulation

Experience pathway passes through parliament

Financial adviser experience pathway

The government has passed laws allowing experienced advisers to practice without further education and penalising executives who breach accountability obligations.

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financial advice

Advisers experiencing higher workloads

Investment Trends adviser business model

Financial advisers are growing their client base and profits through higher fees and cost management, despite industry exits and concerns about proposed changes.

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ETFs, Investments

BlackRock to launch US Treasury bond ETF

Blackrock iShares US Treasury bond ETF

Australian investors will soon have the opportunity to access the US Treasury bond market through a new ETF to be launched later this month.

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Administration, Insurance, Management, SMSF

Older policies can trap benefits

Temporary incapacity insurance SMSF

SMSF members with temporary incapacity insurance may find the benefits trapped in the fund if the policy has not been reviewed or funded through the right channels.

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Administration, Documentation, Management, Regulation, SMSF

State laws complicate incapacity rules

SMSF incapacity

When preparing for the incapacity of an SMSF trustee, practitioners must be aware of the legislative requirements of each state and territory where the fund may hold assets or interests.

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