News

Digital protocols a step closer

March 29, 2022

A bill recently tabled in parliament has brought trustees closer to the ability to approve SMSF documents without a physical signature.

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Accounting

Super levels must be boosted

March 29, 2022

Tia Thomas

Australians want to increase their level of superannuation savings and consider early access and super guarantee postponements as detrimental to this goal.

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Pensions

Reversionary pension change hazy

March 28, 2022

Darin Tyson-Chan

The ability for an SMSF to legitimately change the nominated reversionary beneficiary of an existing income stream remains unclear.

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Documentation, Estate Planning

EPOA disputes have common causes

March 28, 2022

Jason Spits

Disputes around an enduring power of attorney usually have three causes and advisers can play a role in helping clients resolve them.

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Education

Poor results in first ASIC adviser exam

March 28, 2022

Tia Thomas

The results for the first ASIC administered financial adviser exam have been released, with more participants failing than passing.

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Financial Planning

Scalable advice solution introduced

March 28, 2022

Darin Tyson-Chan

Practitioners have been provided with a new digital advice solution aimed at helping them retain and service clients who do not require comprehensive financial advice.

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Business News

SAFAA makes name more representative

Stockbrokers Financial Advisers Association

March 28, 2022

Tia Thomas

The Stockbrokers and Financial Advisers Association has announced a new name to appropriately reflect the work its membership undertakes in financial services.

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Superannuation