News

Superannuation

SMSF members highly satisfied with funds

SMSF satisfaction

SMSF members are highly satisfied with their choice of superannuation fund and the sector has topped satisfaction ratings across all types of funds.

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Strategy

Strategy review should dig deeper

SMSF investment strategy review

SMSF investment strategy reviews should look into issues beyond returns within a fund to ensure they are fully compliant with trustee obligations.

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Investments, Superannuation

Venture capital offers long-term returns

venture capital investment

Super funds should consider a longer-term venture capital investment as a way to avoid short-term equity market volatility.

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Documentation

Addressing SMSF deed defects

SMSF deed deficiency
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An SMSF deed is only as strong as the weakest variation that has been made but there are ways to repair a past deficiency.

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ATO

SuperStream will be applied to certain release authorities

superstream release authorities

The release authorities that will be included in the SuperStream rollover system for SMSFs have been revealed by the ATO.

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Cryptocurrency, Superannuation

Ownership a cryptocurrency issue

SMSFs cryptocurrency

The SMSF asset ownership rules have the potential to result in compliance issues for funds looking to invest in cryptocurrency.

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ASIC

ASIC cancels SMSF firm’s licence

ASIC SMSF licence

ASIC has cancelled the licence of an SMSF advisory business, while BT will pay $3 million in penalties for fee-for-no-service breaches.

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Appointments, Financial Planning

FPA CEO to stand down

FPA chief executive

FPA chief executive Dante De Gori has announced his intention to step down from his position at the end of 2021 after 12 years with the association.

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Appointments, Financial Planning

AFA names new chief executive

AFA chief executive

The AFA has announced the appointment of a new chief executive following Philip Kewin’s decision to step down in March.

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ASIC

ASIC levy increase unsustainable

ASIC adviser levy

A $700 increase in the ASIC adviser levy is evidence the funding model is unrealistic and unsustainable and needs urgent review.

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