News

Superannuation

ASFA proposes super bonus for new parents

ASFA super baby bonus

New parents who take time out of the workforce should be given a $5000 superannuation top-up to prevent their retirement savings falling short.

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ETFs, Fixed Income

Addition to BetaShares fixed income suite

ETF fixed income

BetaShares has launched a fixed income ETF that uses an underlying index aimed at avoiding the flaws of traditional debt-weighted indices.

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Estate Planning, Superannuation

Fund membership not tied to lifespan

SMSF membership death

SMSF members should ensure fund membership endures after death if planning on using a third party to manage death benefit payments.

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Pensions

Pension tax rules extension possible in death

pension death benefit

Concessional pension tax rules can apply to death benefit payments even if they are made out of an SMSF’s accumulation account.

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Education

FPA rejects proposed experience pathway

FPA experience pathway

The FPA has rejected the proposed establishment of an experience pathway, but has called for the limited use of such a model if it is adopted.

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ETFs

New ETF targets online retail services

BetaShares ETF online retail

BetaShares has added an online retailing and e-commerce-focused ETF to its range after the jump in online shopping during the coronavirus pandemic.

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Administration, Documentation

SMSFA calls for TBC simplification

SMSFA TBC

All member transfer balance caps should be aligned to the general cap to reduce costs and confusion brought on by indexation, according to the SMSF Association.

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Contributions

Match sale date to birthday to boost downsizer

SMSF contribution settlement

An SMSF expert has said trustees who fall under the downsizer contribution age may still be eligible to make a contribution if their birthday aligns with the 90-day settlement period.

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Education

AFA seeks greater recognition of experience

advisers recognition experience

Longevity in the industry should be considered when deciding how much study existing advisers must complete to remain in the industry.

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Financial Planning

A year of practice development opportunities

practice development

Financial advisers will experience some respite from regulatory change in 2022 that will allow them to focus on improving practice profitability.

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