News

Limited licence solution ready

April 26, 2022

A solution to the limited licensing regime applying to the provision of financial advice has been constructed by a collective of industry bodies.

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Insurance

Document client’s insurance refusal

April 26, 2022

Jason Spits

Instances of SMSF members opting not to discuss their insurance needs should be recorded in their file notes rather than being glossed over to prevent later disputes.

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Contributions

Multiple pensions a recontribution risk

April 26, 2022

Tia Thomas

SMSFs running multiple pension accounts could face tax complications in relation to their recontribution strategies, an expert has revealed.

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Pensions

Call for permanent minimum pension reduction

April 26, 2022

Darin Tyson-Chan

A call has been made by the Association of Independent Retirees to permanently reduce the minimum pension and simplify the system’s age bands.

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Investments

Advised SMSFs bullish on share markets

April 26, 2022

Jason Spits

Advised SMSF investors were active share traders in the first part of the year despite fears of inflation and rising interest rates.

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Appointments

FPA names new board chair

April 26, 2022

Tia Thomas

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