News

SMSFs still in the dark over DDO

January 12, 2022

Two differing positions within the law continue to create uncertainty as to whether SMSF advisers must comply with the DDO regime.

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Estate Planning, Tax

BDBN to estate can create tax advantage

January 12, 2022

Tia Thomas

Having a person’s estate specified as the beneficiary of a binding death benefit nomination could result in a significant tax saving.

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Compliance

TMD compliance burden surfaces

January 11, 2022

Darin Tyson-Chan

Advisers are already experiencing additional compliance obligations brought about by the target market determination requirement under the new DDO rules.

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ATO

Late death benefit payout excuses limited

January 11, 2022

Tia Thomas

The ATO will only recognize limited reasons offered by trustees as an acceptable excuse for not paying a death benefit within the standard timeframe.

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Financial Planning

Transaction complexity linked to capacity

January 11, 2022

Jason Spits

The ability of an SMSF trustee to make rational decisions can be linked to the complexity of a particular action and capacity should not be assumed.

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Pensions

Advisers prioritise legacy pensions

January 10, 2022

Darin Tyson-Chan

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

January 10, 2022

Jason Spits

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

January 10, 2022

Tia Thomas

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