News

Class, Cloudoffis team up for year-end service

October 28, 2021

Class and Cloudoffis have formed a partnership to provide SMSF practitioners with a new workpaper solution for their end-of-year processes.

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Portfolio Construction

JP Morgan joins OpenInvest platform

October 28, 2021

Darin Tyson-Chan

SMSF members can now access model portfolios constructed by JP Morgan Asset Management via the OpenInvest digital marketplace.

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Financial Planning

Adviser numbers drop below 19,000

October 28, 2021

Jason Spits

Adviser numbers have continued to fall in the latter half of this year, despite lengthy lockdowns in Sydney and Melbourne.

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NALI/NALE, Superannuation

Education can negate NALE

October 27, 2021

Darin Tyson-Chan

Educating clients about the best compliance practices is likely to be the most effective way of preventing SMSF trustees from breaking the NALE rules.

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Retirement, Superannuation

Don’t overlook low-balance TBCs

October 27, 2021

Jason Spits

Low personal transfer balance caps should not be overlooked given the number of measures that allow SMSF members to increase balances well into retirement.

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Succession Planning

Create early access for EPOA

October 27, 2021

Tia Thomas

Introducing an enduring power of attorney into an SMSF early could minimise complications after the trustee loses mental capacity.

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NALI/NALE

NALE challenges accepted practices

October 26, 2021

Darin Tyson-Chan

All relationships with SMSF service providers considered conventional in the past may now come under scrutiny due to the LCR 2021/2 NALE rules.

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Superannuation

Attorney appointments should not be delayed

October 26, 2021

Tia Thomas

An enduring power of attorney could be invalid if there is a significant time difference between the proposed start date for the role and the date of its acceptance.

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Financial Planning, Tax