News

ETFs

iShares unveils new fixed income ETFs

iShares ETFs fixed income

Investors now have two new exchange-traded funds from iShares giving them greater cost-effective access to the Australian corporate fixed income market.

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Pensions

Pre-pension tax planning a must

Pension tax income stream

Tax-effective strategies associated with pensions need to be formulated before an income stream is commenced, a technical expert has said.

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Financial Planning, Superannuation

COVID-19 changes challenge trustees, advisers

COVID-19 changes trustees

COVID-19-related legislative change has become an area of added concern for SMSF trustees and advisers, who have increased their requests for expert assistance.

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Financial Planning

FPA unveils changes to strategy, structure

FPA strategy structure

The FPA has revealed a new strategic direction and changes to its team structure as part of an effort to better reflect the financial advice industry.

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LRBA

LRBA safe harbour relief worry

LRBA safe harbour relief

Trustees are still unsure how long they will be given to repay loan relief for any limited recourse borrowing arrangements (LRBA) that have been aligned to safe harbour provisions.

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Pensions

Segregated method changes baffling trustees

Segregated method trustees

SMSF trustees are still unsure how to respond to whether their fund can use the segregated method when calculating the tax status of pension income.

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ETFs

ETFs thrive despite COVID-19

ETFs COVID-19

ETF performance continues to reflect a high level of investor confidence in the sector despite market volatility, a recent report reveals.

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Auditing

Auditors warned on advocacy

Auditor independence advocacy

Advocating on behalf of clients can compromise the level of independence an auditor is seen to have, a leading specialist practitioner has said.

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ASIC

Adviser banned for blanket LRBA advice

adviser banned LRBA

ASIC has banned a former representative of Spectrum Wealth Advisers after he gave LRBA and SMSF advice that was inappropriate to client needs.

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Pensions, Retirement

Lump sums can bypass accumulation account

Lump sums accumulation account

SMSF trustees can pay lump sums directly out of an income stream and bypass their accumulation account, a technical expert has said.

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