News

Technology

Smarter SMSF launches AI tool

Smarter SMSF has released an AI-based tool giving practitioners access to the information it has accumulated to date.

Smarter SMSF has released an AI-based tool giving practitioners access to the information it has accumulated to date.

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AML, AUSTRAC, financial advice

New AML/CTF law can include client leads

Tranche 2 of the AML/CTF laws may impose obligations on practitioners that extend to clients declined during the assessment process.

Tranche 2 of the AML/CTF laws may impose obligations on practitioners that extend to clients declined during the assessment process.

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financial advice, Retirement

Retirees hit by shrinking advice sector

The rising cost of advice and the decline in the number of practitioners means retirees are unable to get help at a critical stage of their life.

The rising cost of advice and the decline in the number of practitioners means retirees are unable to get help at a critical stage of their life.

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ASIC, Investments

Managed account review has SMSF weight

ASIC has commenced its review into the managed accounts sector, with the regulator noting it has direct relevance for SMSFs.

ASIC has commenced its review into the managed accounts sector, with the regulator noting it has direct relevance for SMSFs.

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Compliance, Insurance, Regulation, SMSFA

PI insurance not a fix for failures

Four associations have rejected the view professional indemnity insurance can fix sector failures and called for better regulatory enforcement.

Four associations have rejected the view professional indemnity insurance can fix sector failures and called for better regulatory enforcement.

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Pensions, Retirement, Superannuation

Retirement phase guidance released

Large superannuation funds have been given guidance on how to roll out member-orientated retirement income solutions.

Large superannuation funds have been given guidance on how to roll out member-orientated retirement income solutions.

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Retirement

Required super savings hits record

The estimated amount of superannuation a person needs to support a comfortable lifestyle in retirement has hit a record level.

The estimated amount of superannuation a person needs to support a comfortable lifestyle in retirement has hit a record level.

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financial advice, Financial Planning, SMSF

Two key factors impacting set-up trend

Technology and an industry framework that is obsolete are key factors as to why individuals are establishing SMSFs without financial advice.

Technology and an industry framework that is obsolete are key factors as to why individuals are establishing SMSFs without financial advice.

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Technology

AI use needed with proper safeguards

Good technical knowledge has to be complemented with technology to properly service SMSF clients, but the associated risks require attention.

Good technical knowledge has to be complemented with technology to properly service SMSF clients, but the associated risks require attention.

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ASIC, financial advice, Regulation

Conflicted advice should be review focus

Any review of lead generators should also consider conflicted advice models, which have been the source of recent failures.

Any review of lead generators should also consider conflicted advice models, which have been the source of recent failures.

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