News

Pensions, Regulation

SMSFA outlines key changes for govt

SMSFA budget submission

A legacy pension amnesty and extension of the temporary absence rule are critical measures the government should introduce. 

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Investments, Superannuation

New investment structure danger

SMSFs investment transparency

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

smsf rollovers

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

Asset valuation split

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

definition retired

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

Heffron education

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

Bluestone SMSF loan

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

Self-licensed advisers

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

last adviser exam

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

Inflation TBC

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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