News

Superannuation

Super marked to play a regional role

superannuation regional role

The $3.4 trillion accumulated in superannuation accounts across the country is set to play a role in funding initiatives in the Asia-Pacific region.

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Financial Planning

FPA adopts principles-based conduct code

FPA principles conduct code

The FPA has reworked its code of conduct, dropping thousands of words and adopting a principles-based model rather than lengthy rules.

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Annuity

Challenger offers new annuity rate

Challenger annuity rate

Challenger has released a new guaranteed fixed term annuity rate reflecting a 3 per cent increase for retirees over the past 12 months.

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Accounting

Listed access to Nasdaq-100 imminent

betashares Nasdaq

A listed managed fund is set to be launched this month giving investors access to the Nasdaq-100 index but with a reduced level of volatility.

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NALI/NALE

Unit trust intricacy a NALI issue

Unit trust NALI

SMSF investments in fixed unit trusts may not be able to avoid the non-arm’s-length income provisions due to the underlying assets involved.

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ATO

New year establishment backlog

SMSF establishments 2023

The processing of applications to establish SMSFs at the start of the 2023 income year is taking significantly longer than usual.

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Contributions

Recontribution strategies good for pensioners

Recontribution SMSF pension

SMSF members drawing a pension can still use recontribution strategies to reduce tax within their fund and for future beneficiaries.

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Pensions, Regulation

SMSFA outlines key changes for govt

SMSFA budget submission

A legacy pension amnesty and extension of the temporary absence rule are critical measures the government should introduce. 

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Investments, Superannuation

New investment structure danger

SMSFs investment transparency

A new investment vehicle has sparked concerns over compliance issues it may cause SMSFs due to its lack of transparency.

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SuperStream

Rollovers no longer in members’ hands

smsf rollovers

The introduction of SuperStream means SMSF members should no longer trigger their own rollovers but seek help from an SMSF practitioner or administrator.

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