News

Investments

Investment strategy apathy a sign to wind up

SMSF strategy capacity

SMSF trustees struggling with their investment strategy due to age may be best served with advice to wind up their fund.

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Regulation

Review history must be used

advice review history

An accounting body has asked for the learnings from previous industry assessments to be used in the Quality of Advice Review process.

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Financial Planning

Limited licence solution ready

Limited licensing solution

A solution to the limited licensing regime applying to the provision of financial advice has been constructed by a collective of industry bodies.

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Insurance

Document client’s insurance refusal

SMSF insurance

Instances of SMSF members opting not to discuss their insurance needs should be recorded in their file notes rather than being glossed over to prevent later disputes.

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Contributions

Multiple pensions a recontribution risk

pensions recontribution

SMSFs running multiple pension accounts could face tax complications in relation to their recontribution strategies, an expert has revealed.

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Pensions

Call for permanent minimum pension reduction

AIR minimum pension

A call has been made by the Association of Independent Retirees to permanently reduce the minimum pension and simplify the system’s age bands.

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Investments

Advised SMSFs bullish on share markets

advised SMSF trading

Advised SMSF investors were active share traders in the first part of the year despite fears of inflation and rising interest rates.

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Appointments

FPA names new board chair

Financial planning association chair

Financial Planning Association chair Marisa Broome will depart the role, with deputy chair David Sharpe to step into the position.

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Contributions

NCC changes trap failed downsizers

disallowed downsizer contributions

The changes to contribution rules may trap failed downsizer contributions within an SMSF rather than returning them to the member, according to an SMSF technical expert.

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ATO

Trustees should know fund details

ATO SMSF details

The ATO has indicated it expects SMSF trustees to be across the details of their fund’s costs, investment and returns.

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