News

Drawdown sequence vital to maximise benefits

April 7, 2021

SMSF practitioners should follow certain key steps in order to maximise draw down benefits for members, a technical expert says.

read more

Investments

Managed accounts appealing to SMSFs

April 7, 2021

Jason Spits

Advisers are making greater use of managed accounts for SMSFs, according to new research, using them to offer diversification and yield.

read more

Financial Planning

Evidence value of advice understood

April 7, 2021

Darin Tyson-Chan

The latest industry research has shown the value of financial advice, as opposed to the cost of it, is being recognised.

read more

Retirement

New longevity calculator for clearer outcomes

April 7, 2021

Jason Spits

A pension provider has created a new longevity calculator using statistics and health data to provide a clearer view on retiree lifespans.

read more

Superannuation, Tax

Indexation preparation lax

April 6, 2021

Darin Tyson-Chan

Nearly two thirds of financial advisers and accountants are yet to determine the effect transfer balance cap indexation will have on their client bases.

read more

ATO, Investments

Asset listing a strategy percentage alternative

April 6, 2021

Jason Spits

A list of assets by type and monetary worth instead of by percentages is allowed in an SMSF investment strategy despite the ATO’s focus on the latter.

read more

ATO, Auditing

ATO confirms independence threat details

April 6, 2021

Jason Spits

The ATO has confirmed what may threaten auditor independence when a large volume of business comes from a single referral sources.

read more

Cryptocurrency

SMSF investment in cryptocurrency grows

April 6, 2021

Tharshini Ashokan

Cryptocurrency is proving to be an increasingly attractive investment option among SMSFs, a bitcoin investment expert says.

read more

Auditing

Referral rules still evolving

April 1, 2021

Darin Tyson-Chan

Further guidance on the maximum number of referrals an audit firm can derive from one source is being formulated.

read more

Pensions

Income stream reversionary status can change

April 1, 2021

Tharshini Ashokan

Members can still change the reversionary status of their income stream to add or remove beneficiaries in the right circumstances, a technical expert says.

read more