News

Superannuation

SMSFs are a success story to be lauded

SMSFs criticism

Research and statistics have consistently endorsed the health and integrity of the SMSF sector, rendering persistent criticism of it unfounded.

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Financial Planning, Superannuation

Financial confidence a concern

SMSF trustees confidence

New ATO research has indicated a large proportion of SMSF trustees lack the financial confidence needed to run their own retirement savings vehicle.

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Documentation, Tax

Stick with expense apportioning methods

SMSFs apportion

SMSFs tempted to switch methods of how they apportion fund expenses may find the tactic raises the interest of the ATO.

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Appointments

FSC appoints new CEO

FSC Blake Briggs

After concluding an executive search process, the Financial Services Council has appointed Blake Briggs as its new chief executive.

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ETFs

ETF answers sustainable call

ETF Janus Henderson

Janus Henderson Investors has launched an ETF that prioritises natural resources and companies working towards a low-carbon target.

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Superannuation

Budget fixes disclosure oversight

SMSFs fund information

The budget has corrected an administrative oversight removing a requirement for SMSFs to report fund information only relevant for retail and industry superannuation funds.

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Superannuation

Minimal budget changes endorsed

superannuation federal budget

The fact superannuation changes announced in this year’s federal budget have been minor has been welcomed by the main financial services bodies.

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Pensions

Volatility drives pension reduction

minimum pension reduction

The 50 per cent reduction in the minimum pension drawdown will remain in place until mid-2023 due to market volatility.

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NALI/NALE

Share schemes expansion needs NALE clarity

NALE share schemes

An expansion of access to employee share schemes puts more weight behind the need for clarity in the operation of non-arm’s-length expenditure rules.

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Property

FHSSS slightly more attractive

super saver scheme

The First Home Super Saver Scheme may have more appeal for some given the reduction in minimum deposits on home purchases included in the budget.

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