News

Documentation, Succession Planning

Care needed over LPR timing

LPR appointment timing

The length of time it takes to commence death benefit payments can impact the appointment of a legal personal representative.

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Technology

GBST facility includes SMSFs

GBST SMSF rollovers

Users of the GBST SuperStream Gateway can now process SMSF rollovers to public offer funds.

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Technology

SuperConcepts to release new admin product

SuperConcepts administration product

SuperConcepts will offer advisers a new full-service administration product that draws on the whole scope of its service offering.

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Retirement

Retirement must be built around longevity

longevity retirement advice

Time frames based on a better understanding of retiree longevity are crucial to providing adequate retirement planning advice, a technical expert says.

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ASIC

Adviser banned for dishonest conduct

Adviser banned dishonest conduct

ASIC has banned a former Sydney financial adviser , who was unable to be present at trail, for dishonest conduct involving client funds

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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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