News

Asset valuation date fluid in split

September 6, 2022

SMSF members have some leeway in deciding when to value an asset that will be split as part of a divorce and are not locked into the splitting order date.

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Retirement

Perceived retirement problematic

September 5, 2022

Darin Tyson-Chan

Advisers need to ensure their clients have satisfied the legal definitions of retirement before embarking on any drawdown-phase strategies.

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Education

Heffron to cover education gap

September 5, 2022

Darin Tyson-Chan

Heffron will be launching a new education capability later this year to provide new entrants to the sector with basic superannuation knowledge.

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Property

New SMSF loan offer released

September 5, 2022

Jason Spits

A specialist residential property lender has released a new product offering loans of up to $1.5 million to corporate trustee SMSFs.

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Financial Planning

Self-licensing seen as better option

September 5, 2022

Jason Spits

Many advisers are still viewing being self-licensed as their preferred business model as the costs of compliance and providing advice increase.

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Education

Half pass last existing-adviser exam

September 5, 2022

Jason Spits

Only around half of the candidates sitting the last adviser exam have passed, but ASIC has indicated unsuccessful examinees may take a shorter path back into practice.

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Contributions, Superannuation

Inflation may drive TBC to $1.9m

September 1, 2022

Jason Spits

The transfer balance cap may increase rapidly to $1.9 million, driven by the current high levels of inflation, opening up contribution opportunities.

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SuperStream

SuperStream faster if started by APRA fund

September 1, 2022

Jason Spits

The quickest way to roll over funds from an APRA-regulated fund using SuperStream is to ask that fund to start the process, putting the onus on it to request relevant information.

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Financial Planning