News

Financial Planning

AMP fee model ends BOLR, client ownership

AMP fee BOLR

AMP will end its buyer-of-last-resort arrangements with advisers and hand over ownership of clients as part of a new fee model to start in 2022.

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ATO

SuperStream-ready services revealed

SMSF SuperStream ATO

The SMSF digital service providers that are already SuperStream ready have been named by the ATO.

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Investments, Portfolio Construction

Returns not an ESG boundary for SMSFs

ESG returns SMSFs

An industry survey has shown more than half of SMSF trustees would consider investing in ESG products regardless of the returns these asset are likely to generate.

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Property

Ex-property developer loses fraud appeal

SMSF investors fraud

An ex-property developer who defrauded SMSF investors has lost an appeal against his conviction.

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ATO, Superannuation

Visibility changes still need faster data

superannuation visibility

Changes to allow greater visibility of superannuation assets during a separation are positive, but faster collection and reporting of data is still required.

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Superannuation

COVID-19 provides sector boost

COVID-19 SMSF research

The COVID-19 pandemic has seen an increase in SMSF establishments over the year to March 2021.

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Pensions, Superannuation

Paperwork key to future pension payments

SMSF pension payment

SMSF trustees can set a date to receive pension payments, but must ensure the commencement and payment dates are not switched.

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Appointments

SMSF Association adds two board members

SMSF Association board

The SMSF Association is aiming to raise professional standards with the appointment of two board members, with one returning after stepping down in 2019.

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Retirement, Superannuation

Retirement covenant includes SMSFs

retirement income covenant SMSFs

The retirement income covenant will apply to all super funds, including SMSFs, and will carry similar obligations to those required for investment strategies.

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Investments, Superannuation

Investment return motivation on the rise

SMSF investment returns

SMSF establishments have increasingly been triggered by the desire to achieve better investment returns over the past six-year period.

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