News

Retirement must be built around longevity

February 15, 2021

Time frames based on a better understanding of retiree longevity are crucial to providing adequate retirement planning advice, a technical expert says.

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ASIC

Adviser banned for dishonest conduct

February 15, 2021

Jason Spits

ASIC has banned a former Sydney financial adviser , who was unable to be present at trail, for dishonest conduct involving client funds

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Retirement, Strategy

Longevity key to cash-flow plans

February 11, 2021

Tharshini Ashokan

Longevity risk is a crucial factor to consider for advisers working on SMSF cash-flow planning, a technical expert says.

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Education

TPB considers increasing education hours

February 11, 2021

Jason Spits

Financial advisers registered with the TPB may see a 25 per cent increase in their ongoing education requirements, but will be able to gain credit for FASEA-mandated training.

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ASIC

Ex-accountant wins partial appeal

February 11, 2021

Jason Spits

A former accountant who recommended the use of SMSFs has successfully appealed against three charges of obtaining financial advantage by deception.

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ETFs

BetaShares to launch cloud-focused ETF

February 11, 2021

Jason Spits

The ongoing expansion of cloud computing has prompted BetaShares to launch a new ETF focused on the sector for Australian investors.

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Technology

Class commits to tech spend

February 10, 2021

Jason Spits

Class will continue to move away from its SMSF administration roots, building out new business lines and exploring potential opportunities within in the estate planning sector.

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Superannuation

Reduce large balances to cut concessions

February 10, 2021

Tharshini Ashokan

ASFA has recommended the reduction of large super balances to cut back investment earnings tax concessions they receive arguing they are inequitable as part of its budget submission for 2021/22.