News

Pensions, Superannuation

Political motives for drawdown rate extension

minimum pension drawdown rates

The SMSF sector has welcomed the decision to extend the reduction on minimum pension drawdown rates, despite its election-focused nature.

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FASEA

FASEA exam suitable for all advisers

FASEA exam advisers

The mandatory adviser exam can be passed by all types of advisers and the current pass rate is evidence of that, according to FASEA.

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Administration, Superannuation

Admin fee discount needs defining

SMSF fee discount

The definition of discount provided on SMSF administrative fees, often given to partners or employees of accounting firms, requires clarification.

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Accounting, Financial Planning

Accountants backing away from SMSF advice

SMSF advice accountants

The number of accountants offering advice to SMSF clients via financial planning arrangements has dropped markedly in the past year.

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Financial Planning, Regulation

AFA questions disciplinary body remit

AFA disciplinary body

The AFA has recommended the new single disciplinary body not review administrative and minor matters to avoid cost blowouts in adviser regulation.

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Compliance, Regulation

SMSFA backs new disciplinary body

advisers disciplinary body

The government’s plans to form a single disciplinary body for financial advisers as an initiative to help streamline the advice sector has been welcomed by the SMSF Association.

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Superannuation, Tax

Super info to be shared in separations

superannuation separation

The superannuation balances of separating couples will be transparent to each party under proposed changes put forward by the government.

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Education, FASEA

New FASEA course for accountants

accountants FASEA exam

Accountants unfamiliar with material covered by the FASEA exam are being offered specialised help to prepare for the remaining exams of 2021.

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Investments, Retirement

Magellan launches retirement income fund

Magellan retirement income

Magellan has launched an ETF aimed at investors seeking retirement income with low volatility.

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Estate Planning, Superannuation

Estate planning not formulaic

SMSF estate planning

SMSF practitioners need to be prepared for all situations that could possibly trigger the implementation of estate planning or fund succession strategies.

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