News

Compliance, FASEA

Conflicts standard needs further work

conflicts of interest FASEA

The AFA has called for further work to be done to clarify the impact of conflict of interest provisions in the FASEA code of ethics.

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Education, FASEA

FASEA shifts Melbourne exam online

FASEA Melbourne exam

Melbourne-based advisers will only be able to sit the FASEA exam remotely as exam centres remain closed for the third time due to COVID-19.

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Estate Planning

Adult child death benefits best via estate

Adult child death benefits

The estate can often be the best vehicle by which to distribute superannuation death benefits to adult children.

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ASIC, Financial Planning

Property spruiking diminishes

SMSFs property spruiking

Unlicensed advice remains a concern for ASIC, which has asked advisers to report any instances of such behaviour they might come across.

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Financial Planning, Superannuation

Support for specialist advice grows

specialist financial advice

Evidence from several industry quarters indicates there is a growing trend in the interest and support for specialist financial advice, the SMSF Association has observed.

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Auditing, Documentation, Property

Evidence key to reporting property valuations

property valuations evidence

Funds must ensure they provide sufficient evidence to back up market valuations when reporting real property assets, an SMSF technical expert says.

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Financial Planning

Misconceptions preventing robo-advice uptake

robo-advice misconceptions

Misconceptions about regulatory barriers to digital advice are preventing advisers from adopting it despite the presence of information to the contrary.

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Business News

SMSF Professionals Day goes digital

SMSF Professionals Day

The annual SMSF Professionals Day will be delivered via a digital platform for the first time by co-hosts SuperConcepts and selfmanagesuper.

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Auditing

Notification key to audit change

SMSF auditor standards

SMSF clients need to be informed of the changes to the auditor independence standards and how their funds may be be impacted as a result, an SMSF technical expert says.

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ATO, Compliance

ATO penalties must be defensible and just

ATO penalties SMSF

ATO case officers must have defensible reasons for imposing multiple penalties on an SMSF trustee, new guidelines have revealed.

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