News

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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ATO, Investments

Asset listing a strategy percentage alternative

Assets list investment strategy

A list of assets by type and monetary worth instead of by percentages is allowed in an SMSF investment strategy despite the ATO’s focus on the latter.

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ATO, Auditing

ATO confirms independence threat details

auditor independence threat

The ATO has confirmed what may threaten auditor independence when a large volume of business comes from a single referral sources.

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Cryptocurrency

SMSF investment in cryptocurrency grows

SMSF cryptocurrency

Cryptocurrency is proving to be an increasingly attractive investment option among SMSFs, a bitcoin investment expert says.

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Auditing

Referral rules still evolving

audit referrals guidance

Further guidance on the maximum number of referrals an audit firm can derive from one source is being formulated.

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Pensions

Income stream reversionary status can change

income stream reversionary status

Members can still change the reversionary status of their income stream to add or remove beneficiaries in the right circumstances, a technical expert says.

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Compliance

Poor trustee history can close funds

SMSF trustee history

The inclusion of a trustee with a poor compliance history can create future problems for an SMSF and lead to the ATO making the fund non-compliant.

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