News

Property, Retirement

HEAS improves its appeal

home equity access scheme

An additional method of providing funding payments to consumers is about to be added to the government’s Home Equity Access Scheme.

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ASIC, Financial Planning

ASIC outlines adviser warning conditions

ASIC adviser warnings

ASIC has outlined when it will issue a warning to a financial adviser for poor conduct and noted these will also be passed on to their licensee.

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Retirement, Superannuation

Comfortable retirement from super not certain

retirement superannuation

Research has found high number of Australians are not confident their superannuation savings can provide a comfortable retirement.

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Financial Planning

SMSF data reflects advice upside

SMSF advice opportunities

The most recent SMSF statistical overview released by the ATO points to a number of advice opportunities available for superannuants.

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Contributions

Crunch numbers correctly for Div 293

Division 293 concessional contributions

The prospect of paying excess tax on concessional contributions due to Division 293 means advisers should consider all factors that shape a client’s taxable income.

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ASIC

ASIC granted orders against developer

ASIC property developer

ASIC has moved to freeze the assets of a property developer who while unlicensed advised clients to roll super into an SMSF to invest in property developments.

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Appointments, Technology

Padua expands tech, marketing capability

Advice software and services provider Padua Solutions has appointed a new technical and marketing manager as demand for its services grows.

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Documentation

Off-the-shelf documents popular

off-the-shelf documents

The majority of advisers participating in a recent survey have indicated they favour using off-the-shelf documents for their SMSF clients.

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Trusts

Lag in trust entitlements receipt risky

SMSF trust entitlements

SMSFs should ensure they receive any entitlement from a trust before the end of the financial year to avoid in-house asset breaches and trust failures.

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Administration, Technology

SuperMate attains milestone

supermate SMSF administration

The SuperMate administration software platform is now servicing 1500 SMSFs a few months after the launch of the latest version of the service.

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