News

Investments, Technology

Raiz opens door to SMSF investors

Raiz SMSF investors

A mobile-based investment platform has opened its doors to SMSFs, offering low minimum investments and access to a range of set portfolios.

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FASEA

Pass rate drops in latest FASEA exam

FASEA exam 2021

Close to 70 per cent of advisers have passed the first financial adviser exam held in 2021, but pass rates have dropped, according to FASEA.

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Retirement

Retirement income modelling tool launched

Vanguard retirement income modelling

Advisers will be given free access to a new tool from Vanguard Australia that models retirement income based on a total return investment approach.

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LRBA

Back-to-back loans a danger

Back-to-back loans LRBA

SMSF advisers and trustees have been warned about the complex nature of using back-to-back loans as an LRBA strategy.

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ATO, Auditing

ATO flags audit pooling risks

ATO audit pooling risks

Audit pooling arrangements to sidestep restructuring costs and comply with new audit independence standards carries many risks, the ATO has noted in new guidance.

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Financial Planning

Inertia should not drive SMSF decisions

inertia smsf advice

Advisers need to ignore their own biases and inertia and that of clients when providing SMSF advice to ensure the latter are getting the best outcomes from their funds.

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Pensions

Drastic ECPI rule change wanted

ECPI rules change

A large portion of practitioners have been found to favour a complete reworking of the exempt current pension income (ECPI) calculation rules.

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Regulation, Superannuation

Indexation will not move all caps

indexation changes caps

Indexation changes from 1 July will not move all caps upwards, with some remaining fixed as a result of legislation binding them to current levels.

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ATO

ATO warns against illegal SMSF scheme

illegal SMSF scheme

A new scheme targeting SMSF trustees could expose them to civil and criminal actions and put their retirement savings at risk, the ATO says.

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ASIC, Compliance

SMSF accountant ordered to comply with EU

smsf accountant enforceable undertaking

A Queensland accountant has been ordered by the Federal Court to comply with an ASIC enforceable undertaking and tell clients she is unable to provide SMSF advice.

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