News

ETFs

Fidelity launches demographics-based ETF

Fidelity demographics ETF

Fidelity has created an ETF version of a global demographic fund in response to demand for actively managed listed funds.

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Investments

PIMCO introduces its first listed investment trust

PIMCO income LIT

The demand for income-generating investments has resulted in PIMCO planning for the releasing of a new listed investment trust in 2022.

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ATO

Rollover management now needed

SuperStream SMSFs rollovers

The requirement for SMSFs to use the SuperStream system to process member rollovers has made prudent fund management more critical.

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Financial Planning

Consider capacity across a spectrum

client capacity

Advisers should not presume the incapacity of a client to act in one area will restrict them from acting in another.

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Financial Planning, Regulation

Labor stance on degrees welcomed

Labor advisers degree

The federal opposition’s promise that it will not require experienced advisers to hold a degree has been welcomed by the SAFAA.

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Appointments

FPA names new chief executive

FPA chief executive appointed

The FPA has named the former head of a boutique advice group as its new chief executive succeeding Dante De Gori from January next year.

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Business News, Commercial Property

Thinktank closes largest securitisation issue

Thinktank commercial securitisation

The largest commercial mortgage-backed securitisation issue recorded in Australia, worth $750 million, has been closed off by specialist property finance provider Thinktank.

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Superannuation

DIN storage, access a concern

DIN SMSF security

The lack of detail regarding the security protocols that will be applied to director identification numbers is causing some angst in the SMSF sector.

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Pensions

TBA can create pension payment trap

TBA pension payment

Unreviewed death benefit pension plans may saddle a surviving spouse with funds that could get pushed out of the super system.

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ATO

ATO attempts to improve SuperStream operation

SuperStream ATO

Superannuation trustees have been provided with more information by the ATO to address some of the common issues with SuperStream.

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