News

Advisers favouring managed accounts

February 21, 2023

Advisers are increasing their use of managed accounts, being drawn to them by how well they fit with the reasons people establish an SMSF.

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Superannuation

Govt proposes objective for super

February 20, 2023

Jason Spits

The government will seek industry feedback on a legislated objective for superannuation and has put forward its proposed wording.

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Trusts

EPOA regarding incapacity tricky

February 20, 2023

Darin Tyson-Chan

The process of having an enduring power of attorney act on behalf of an SMSF trustee experiencing incapacity is not necessarily simple.

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Superannuation

SMSFs continue steady growth in assets

February 20, 2023

Jason Spits

The SMSF sector has pushed past the 600,000 mark with more than 1.1 million members after a high number of establishments last financial year.

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Accounting

Accountants’ role omitted from QAR

February 16, 2023

Darin Tyson-Chan

The SMSF Association has noted the Quality of Advice Review recommendations failed to address the role accountants can play in financial planning.

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LRBA

LRBA safe harbour covers Div 7A

February 16, 2023

Jason Spits

SMSFs using a Division 7A loan to fund a LRBA can meet lending requirements of tax and super law by ensuring the appropriate safe harbour rules are followed.

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Appointments

Miller joins Smarter SMSF in new role

February 16, 2023

Jason Spits

Smarter SMSF has recruited SuperGuardian’s Tim Miller to a new role which will expand the education offering of the CPD and document provider.

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financial advice

QAR recommendations will build on FoFA

February 16, 2023

Darin Tyson-Chan

The recommendations from the QAR have been made with a view to build upon past legislation that has established the current advisory framework.

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Insurance

Analyse income protection payments

February 15, 2023

Darin Tyson-Chan

The proceeds of a successful temporary incapacity insurance claim cannot automatically be passed on in its entirety to the insured SMSF member.

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Contributions

Advisers can address TBC uncertainty

February 15, 2023

Jason Spits

Super fund members will not have certainty around the personal TBC until well after 1 July but financial advisers can help them calculate an estimate.

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