News

OpenInvest strikes new WA partnership

December 1, 2022

OpenInvest has expanded its network through a partnership with Perth-based Knight Group, giving consumers access to six investment portfolios.

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Insurance

Evidence central to incapacity claim

November 30, 2022

Jason Spits

Trustees should seek strong medical evidence a member is incapacitated before allowing them to access benefits.

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Documentation

COVID stresses record-keeping importance

November 30, 2022

Darin Tyson-Chan

Accurate record-keeping is paramount when looking to avoid compliance breaches when withdrawing benefits early from an SMSF in exceptional circumstances.

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Documentation

Director ID application window extended

November 30, 2022

Jason Spits

The ATO will not penalise company directors who did not meet today’s deadline to apply for a director ID if they apply by mid-December.

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Investments

Portfolio adjustments reduced among HNWs

November 30, 2022

Darin Tyson-Chan

High net worth investors were less inclined to make significant changes to their portfolio allocations in the year ended July 2022.

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financial advice, Investments

Return band offers opportunity

November 29, 2022

Darin Tyson-Chan

Financial advisers can significantly improve the performance of SMSFs they service through the implementation of fundamental investment principles.

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ASIC, Auditing

ASIC acts against six SMSF auditors

November 29, 2022

Jason Spits

ASIC has taken action to remove five SMSF auditors from practice and imposed conditions on another auditor following referrals from the ATO.

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Accounting

Downsizer reduction passes parliament

November 29, 2022

Jason Spits

A further reduction in the eligibility age to make downsizer contributions has passed through parliament and may take effect by the start of next year.

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financial advice