News

Exam bill brings other changes

June 18, 2020

The welcome news of a longer time frame to complete the adviser exam has overshadowed necessary changes to lingering death benefit and pension issues.

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Financial Planning, Investments

Robo-advice more popular in US

June 18, 2020

Tharshini Ashokan

The US continues to lead in the demand for robo-advice among online investors, a survey shows, and women are more likely to use automated investment services than men.

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Auditing

TPB must act on SAN misuse

June 17, 2020

Tharshini Ashokan

The Tax Practitioners Board (TPB) must take action against tax agents believed to have misused SMSF auditor numbers (SAN) to prevent it happening again, a specialist auditor says.

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Commercial Property

Rent waiver implications important

June 17, 2020

Darin Tyson-Chan

A technical expert has cautioned SMSF landlords to be aware of the implications stemming from a commercial property rent waiver before granting one.

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FASEA

Industry applauds passing of exam extension

June 17, 2020

Jason Spits

The passing of a bill extending the deadline for advisers to complete the FASEA exam has been widely welcomed by the financial advice sector.

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ETFs

SSGA model portfolio ETFs added to HUB24

June 17, 2020

Jason Spits

Four ETF model portfolios from State Street Global Advisors will be available to financial advisers through the Hub24 platform.

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ATO, Tax

Not all NALI is off ATO radar

June 16, 2020

Jason Spits

The ATO’s recent ‘no-action’ stance on some non-arm’s-length income (NALI) positions has overshadowed the fact that other provisions have applied since 2018.

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Accounting, Practice Management

COVID-19 highlights vital offshoring framework

June 16, 2020

Darin Tyson-Chan

COVID-19 business restrictions for accounting firms have highlighted the need for detailed risk management plan when looking at offshoring arrangements.

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Investments, Retirement