News

FPA names new board chair

April 26, 2022

Financial Planning Association chair Marisa Broome will depart the role, with deputy chair David Sharpe to step into the position.

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Contributions

NCC changes trap failed downsizers

April 21, 2022

Jason Spits

The changes to contribution rules may trap failed downsizer contributions within an SMSF rather than returning them to the member, according to an SMSF technical expert.

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ATO

Trustees should know fund details

April 21, 2022

Jason Spits

The ATO has indicated it expects SMSF trustees to be across the details of their fund’s costs, investment and returns.

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Estate Planning

EPOA should start immediately

April 21, 2022

Tia Thomas

The commencement date for an enduring power of attorney should not be when an SMSF trustee loses capacity, otherwise legal disputes can occur.

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Financial Planning, Retirement

Covenant creates SMSF advice openings

April 21, 2022

Tia Thomas

The Retirement Income Covenant could motivate more SMSFs to implement secure strategies and create opportunities for financial advisers.

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Financial Planning

Better delivery of advice needed

April 21, 2022

Darin Tyson-Chan

Improving the delivery of financial advice to consumers is a key result Treasury’s Quality of Advice Review should deliver.

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Regulation

Super earmarked for economic policy role

April 21, 2022

Darin Tyson-Chan

Superannuation will definitely play a more specific and significant role in the economic policy of the Labor Party should it win the federal election.

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NALI/NALE

NALE fix possible in pending changes

April 20, 2022

Jason Spits

Pending changes to contribution rules being considered by the ATO could factor in a fix for the problems with the NALE provisions presented by the superannuation industry.

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Estate Planning, Retirement