News

Pensions

Advisers prioritise legacy pensions

SMSF legacy pensions

Addressing problems arising from legacy pensions has been identified as an area advisers will be treating as a major priority in 2022.

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Documentation

Sequoia acquires Topdocs Legal

Sequoia Topdocs

Sequoia Financial Group will increase its service offerings to advisers after acquiring an SMSF focused legal practice.

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Contributions

COVID drives super contributions

superannuation voluntary contributions

Voluntary superannuation contributions have increased as a result of the COVID-19 pandemic as superannuants’ engagement with their savings reaches a two year high.

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Appointments

AFA names Anderson as CEO

AFA chief executive Anderson

The AFA has named Phil Anderson as its chief executive following the departure of its recently appointed successor to Phil Kewin.

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Superannuation

Timing the biggest wind-up issue

SMSF wind-up time

SMSF wind-ups require a significant period of time to be allocated to them to allow for actions such as the disposal of fund assets.

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Investments, Superannuation

SMSFs can be sophisticated investors

SMSF sophisticated investor

Trustees can band together with their SMSF to meet the status of a sophisticated investor, but should ensure any investment still meets their joint obligations.

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ASIC, Regulation

TPB status key to speed of TFA registration

ASIC TPB registration

The automatic registration of tax financial advisers with ASIC will depend on their status with the Tax Practitioner’s Board at year’s end.

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Business News

Merry Christmas

The team at selfmanagedsuper would like to wish all of our readers a very Merry Christmas and a happy, healthy and prosperous New Year.

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Administration

BT points admin clients to Heffron

BT Heffron SMSF

BT will give SMSFs the option of choosing their own administration firm but has held discussions with Heffron about transition its clients to the latter.

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ATO

ATO holds off on TBA reporting compliance

ATO compliance TBA

The ATO will not take compliance action for a limited time against funds that have not reported a TBA event after the commencement of a new income stream.

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