News

Superannuation

Lack of super objective reckless

superannuation objective

The ongoing lack of an objective for superannuation is rash approach to building and running an inter-generational saving scheme, a government senator has claimed.

read more
Education

Kaplan freezes FASEA course fees

Kaplan FASEA fees

Advisers using Kaplan Professional to meet FASEA education requirements will not face any fee increases for 18 months.

read more
ETFs

BetaShares expands currency-hedged ETF range

Betashares currency-hedged

BetaShares has expanded its series of currency-hedged global ETFs, adding two new funds focused on global sustainability and the NASDAQ100 index.

read more
Pensions

ATO statistics show pension commutation confusion

commuting pension obligations

More trustees are failing to meet minimum pension payment standards suggesting many commuting a pension do not fully understand their obligations.

read more
Administration, Documentation

Annual return sign-off timing important

SMSF annual return sign-off

The procedural timing for the sign-off of an SMSF annual return is critical and carried out incorrectly can result in compliance issues and penalties.

read more
Financial Planning, Retirement

Cheap advice a must for retirement system

financial advice retirement system

Low-cost, mass-market financial advice must be available to those facing retirement and should be built into Australia’s retirement savings system.

read more
Technology

Class to provide Xplan with data feeds

Class Xplan data feed

Advisers using Xplan will be able to view their clients’ SMSF investments after the software provider secured new data feeds from SMSF admin platform Class.

read more
Education

FPA announces new CFP program partners

FPA CFP program

The FPA has partnered with two education providers to allow financial planners to combine the CFP certification program with a Master of Financial Planning degree.

read more
Superannuation

Keep early release as relief tool

early release superannuation relief

The government should not dismiss the use of early release of super to prevent personal economic hardship for Australians in the future, according to a Liberal senator.

read more
Administration, Superannuation

COVID-19 residency relief exists

residency status SMSF return

COVID-19 relief exists for the rules governing the definition of an Australian super fund, eliminating the need to report a change in residential status on the 2020 SMSF annual return, a technical expert has said.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.