News

Estate Planning

Law of choice estate planning key

estate planning SMSF

Selecting the most appropriate legal jurisdiction to govern an SMSF is crucial to fortifying estate planning strategies from court challenges.

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NALI/NALE, Superannuation

Financial interest duty unclear on NALE impact

best financial interest NALE

The best financial interest duty remains unclear as to whether SMSF trustees that trigger a NALE event inside their fund will be able to use fund assets to pay the tax bill.

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Financial Planning

SMSFA welcomes FSC advice paper

SMSF Association FSC advice

The SMSF Association has welcomed the Financial Services Council’s recommendations to reduce the cost and complexity of financial advice.

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Investments

Asset balance caution still real

SMSF asset balance

A conservative approach continues to be exercised by practitioners in relation to minimum asset balances associated with SMSF establishments.

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Pensions

Inflation may create DSFA traps

inflation DSFA

The impact of inflation on SMSF balances may push some members under the disregarded small fund assets provisions through no fault of their own.

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Business News

New ownership for Accurium

CountPlus Accurium

The ownership structure of actuarial certificate provider Accurium has changed, with CountPlus acquiring the firm from Challenger.

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Financial Planning

Practice growth roadblock identified

scale financial advice

An advisory group white paper has pinpointed the critical element holding back financial planning practices from achieving meaningful growth.

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Education

Advisers embrace education en masse

advisers education

Financial advisers have drastically increased their uptake of courses to meet FASEA’s education standards, according to statistics released by the authority.

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NALI/NALE

Industry marshals NALE arguments

NALE super funds

A group of industry associations will collectively present case studies highlighting the impact of NALE provisions on super funds as part of a push to make changes.

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ATO

ID fraud impacting SMSFs

SMSF identity fraud

Identity and investment fraud are on the rise among SMSFs and the ATO has acknowledged this development and has a strategy to combat it.

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