News

New investment structure danger

September 6, 2022

A new investment vehicle has sparked concerns over compliance issues it may cause SMSFs due to its lack of transparency.

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SuperStream

Rollovers no longer in members’ hands

September 6, 2022

Jason Spits

The introduction of SuperStream means SMSF members should no longer trigger their own rollovers but seek help from an SMSF practitioner or administrator.

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Accounting

Asset valuation date fluid in split

September 6, 2022

Jason Spits

SMSF members have some leeway in deciding when to value an asset that will be split as part of a divorce and are not locked into the splitting order date.

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Retirement

Perceived retirement problematic

September 5, 2022

Darin Tyson-Chan

Advisers need to ensure their clients have satisfied the legal definitions of retirement before embarking on any drawdown-phase strategies.

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Education

Heffron to cover education gap

September 5, 2022

Darin Tyson-Chan

Heffron will be launching a new education capability later this year to provide new entrants to the sector with basic superannuation knowledge.

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Property

New SMSF loan offer released

September 5, 2022

Jason Spits

A specialist residential property lender has released a new product offering loans of up to $1.5 million to corporate trustee SMSFs.

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Financial Planning

Self-licensing seen as better option

September 5, 2022

Jason Spits

Many advisers are still viewing being self-licensed as their preferred business model as the costs of compliance and providing advice increase.

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Education

Half pass last existing-adviser exam

September 5, 2022

Jason Spits

Only around half of the candidates sitting the last adviser exam have passed, but ASIC has indicated unsuccessful examinees may take a shorter path back into practice.

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Contributions, Superannuation

Inflation may drive TBC to $1.9m

September 1, 2022

Jason Spits

The transfer balance cap may increase rapidly to $1.9 million, driven by the current high levels of inflation, opening up contribution opportunities.

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SuperStream

SuperStream faster if started by APRA fund

September 1, 2022

Jason Spits

The quickest way to roll over funds from an APRA-regulated fund using SuperStream is to ask that fund to start the process, putting the onus on it to request relevant information.

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