News

Appointments

New SMSF Association board member

A senior sector executive has been appointed to the SMSF Association board as two current members are set to retire later this month.

A senior sector executive has been appointed to the SMSF Association board as two current members are set to retire later this month.

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ASIC, Compliance, financial advice, Financial Planning

Licensees, research house face Shield scrutiny

ASIC has begun action against two licensees and a research house over their connections to the failed Shield and First Guardian master funds.

ASIC has begun action against two licensees and a research house over their connections to the failed Shield and First Guardian master funds.

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Investments

New partnership launches sustainable fund

Salter Brothers and Kilara Capital have teamed up to create a new Australian investment platform focused on ESG opportunities.

Salter Brothers and Kilara Capital have teamed up to create a new Australian investment platform focused on ESG opportunities.

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Division 296, Legislation, SMSFA, Tax

Chalmers digs in on Div 296 calculation

The Treasurer has indicated he is currently not prepared to consider any other calculation methods for the revised Division 296 tax legislation.

The Treasurer has indicated he is currently not prepared to consider any other calculation methods for the revised Division 296 tax legislation.

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Compliance, Death benefits, Pensions

TR 2013/5 impacts death pensions

Additional rules must be followed beyond those in Taxation Ruling 2013/5 when a death benefit pension fails to make minimum payments.

Additional rules must be followed beyond those in Taxation Ruling 2013/5 when a death benefit pension fails to make minimum payments.

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Retirement, Strategy

Longevity risk solution to be launched

Hub24 and TAL are set to launch a lifetime income solution aimed at addressing the longevity risk of Australian retirees.

Hub24 and TAL are set to launch a lifetime income solution aimed at addressing the longevity risk of Australian retirees.

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financial advice, Financial Planning, Investments, Platforms

OpenInvest expands investment options

An additional online investing solution for individuals currently not receiving financial advice has been provided by OpenInvest.

An additional online investing solution for individuals currently not receiving financial advice has been provided by OpenInvest.

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Auditing

Auditor replacement rate low

The replacement rate for SMSF auditors entering the sector remains well under the figure for those leaving it.

The replacement rate for SMSF auditors entering the sector remains well under the figure for those leaving it.

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Investments

Work share scheme acquisitions a risk

An SMSF that acquires equities from employee share schemes linked with a person’s remuneration can create compliance difficulties for trustees.

An SMSF that acquires equities from employee share schemes linked with a person’s remuneration can create compliance difficulties for trustees.

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Trusts

Seek out delayed trust distributions

SMSFs expecting unit trust distributions should be diligent in finding out why they are delayed to prevent potential NALI breaches.

SMSFs expecting unit trust distributions should be diligent in finding out why they are delayed to prevent potential NALI breaches.

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