News

Retirement, Strategy

Longevity key to cash-flow plans

longevity cash-flow

Longevity risk is a crucial factor to consider for advisers working on SMSF cash-flow planning, a technical expert says.

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Education

TPB considers increasing education hours

TPB continuing education

Financial advisers registered with the TPB may see a 25 per cent increase in their ongoing education requirements, but will be able to gain credit for FASEA-mandated training.

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ASIC

Ex-accountant wins partial appeal

accountant partial appeal

A former accountant who recommended the use of SMSFs has successfully appealed against three charges of obtaining financial advantage by deception.

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ETFs

BetaShares to launch cloud-focused ETF

BetaShares cloud computing ETF

The ongoing expansion of cloud computing has prompted BetaShares to launch a new ETF focused on the sector for Australian investors.

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Technology

Class commits to tech spend

Class SMSF

Class will continue to move away from its SMSF administration roots, building out new business lines and exploring potential opportunities within in the estate planning sector.

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Superannuation

Reduce large balances to cut concessions

super balances tax concessions

ASFA has recommended the reduction of large super balances to cut back investment earnings tax concessions they receive arguing they are inequitable as part of its budget submission for 2021/22.

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Appointments, Estate Planning, Succession Planning

Wealth transfer body names new directors

wealth transfer new directors

Three new directors have joined a fledgling association looking to represent the interests of advisers working in the wealth transfer space.

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Superannuation

Call for top-up measures

superannuation top-up measures

A major accounting body has called for the implementation of specific measures to replenish superannuation accessed early due to COVID-19.

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Documentation

Validity key in avoiding rent breaches

valid documents rent relief

As rent relief measures come to an end, SMSFs have been reminded that only formal legal documents can be accepted by an auditor and the ATO when assessing the income of the fund.

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ASIC, Investments

Investment manager suspended from operations

Investment manager suspended

ASIC has suspended a niche Queensland investment manager from any action after it repeatedly failed to lodge accounts and reports on time.

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