News

Pensions

Pension start date now vital

indexation pension start date

The impending indexation to be applied to the general transfer balance cap has given the date from which a pension commences greater significance.

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Appointments

New policy manager for SMSFA

SMSFA Scotchbrook

The SMSF Association has named one of its board members as its new policy manager and made it a stand alone role within the organisation.

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Superannuation

Timing critical for contribution splitting

contribution splitting timing

Timing is essential for the successful application of contribution splitting strategies, a technical expert says.

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Estate Planning, Strategy

Exempt trust income treatment still unclear

excepted trust income

The treatment of assets passed from a super fund to a testamentary trust remains unclear after changes made in last year’s budget.

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Auditing

Definitive fee limits imminent

auditor fee limits

A move is underway to have APES 110 amended to include fee thresholds defining auditor independence threats.

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Pensions

Drawdown sequence vital to maximise benefits

pension drawdown sequence

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

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Investments

Managed accounts appealing to SMSFs

managed accounts SMSFs

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

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Financial Planning

Evidence value of advice understood

value of financial advice

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

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Retirement

New longevity calculator for clearer outcomes

longevity calculator

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

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Superannuation, Tax

Indexation preparation lax

TBC indexation

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

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