News

Superannuation

Corporate trustees protect assets better

SMSFs corporate trustee

SMSFs with a corporate trustee in place can offer better protection of personal assets should the fund have legal action taken against it.

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Contributions, NALI/NALE

Asset transfers hang on final ATO decision

Assets transfer contribution

SMSF members moving assets into their fund as a partial non-concessional contribution should wait until the ATO’s final decision as to whether the move will fall under NALI provisions.

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Investments, Portfolio Construction

OpenInvest looks to bridge advice gap

financial advice OpenInvest

A new wealth platform has been introduced to the market that will give individuals better access to investment portfolios and financial advice.

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ATO, Superannuation

Temporary ESA solution complex

ESA SuperStream

The ATO has outlined a complicated solution to allow SMSFs with an ESA that is not rollover ready to receive a transfer of benefits.

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Superannuation

Corporate trustee now winning the day

corporate trustee SMSF

Having a corporate trustee is now the preferred operational structure for SMSFs at establishment and during the fund’s lifespan.

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Financial Planning, Regulation

Govt seeks Better Advice Bill industry input

Better Advice Bill

The draft Better Advice Bill has been opened to consultation from the financial services sector with regard to future adviser education requirements.

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FASEA, Financial Planning

RPL useful for adviser retention

RPL advisers

Greater recognition of prior learning should be used to retain advisers rather than forcing them to choose between quitting or extensive study.

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Financial Planning

COVID-19 drives practice change

COVID-19 SMSF advisers

Financial planners have significantly changed the methods by which they service their SMSF clients since the outbreak of the COVID-19 pandemic.

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ATO, Contributions

SuperStream may affect year-end strategy

SuperStream contribution strategy

The SuperStream system could have a significant effect on the common contribution reserve strategy should it be applied more broadly to SMSFs.

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Pensions

Rural property prices offer PLS windfall

Rural property pension loans

Rising real estate prices have made the Pension Loans Scheme more attractive for retirees who own rural properties and require a cash injection.

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