News

Documentation, Pensions

Pension PDS caution required

pension PDS

Advisers should ensure they include a product disclosure statement in the pension information they issue to their clients.

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ASIC

ASIC shuts firm over SMSF investments

ASIC A One Multi

ASIC has moved to shut down an unlicensed financial services business it claims misused funds from SMSFs for its own benefit.

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Superannuation

Separate funds simplify death benefits

death benefits SMSF

Despite an industry trend to add more people to an SMSF, having separate funds may create a simple way to manage death benefits for married couples.

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Aged Care

Aged-care program added to advice course

Aged Care Steps Deakin

Deakin University has partnered with Aged Care Steps to offer students professional experience while still earning credits towards their degree.

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Business News, Investments

Marketech boosts stock trade offering

Marketech Marcus Today

Online share trading platform Marketech will join with stock market news service Marcus Today to boost their service offerings to investors.

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NALI/NALE

NALE goes beyond related parties

NALE related-party

The non-arm’s-length expenditure rules as defined by LCR 2021/2 are not confined exclusively to related-party transactions.

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Superannuation

Don’t dismiss DDO just yet

DDO SMSF advisers

SMSF practitioners and service providers may consider disregarding Design and Distribution Obligations (DDO), but a legal expert has advised funds may fall under those requirements.

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FASEA

FASEA seeks more input on conflicts standard

FASEA conflict of interest

The contentious conflict of interest standard in the FASEA Code of Ethics will be re-examined, with the industry called on to provide its views.

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Financial Planning

More claim they have unmet advice needs

unmet advice needs

More than 60 per cent of Australians have unmet advice needs as millions claims they will seek advice in coming years.

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Estate Planning

Calls to action can limit liability

liability estate planning

Issuing simple estate planning call-to-action statements to SMSF clients can effectively allow advisers to abrogate any liability they may face.

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