News

Financial Planning

Advice curbs COVID-19 financial worries

COVID-19 advice

Australians who seek financial advice are less concerned with the financial impact of COVID-19 compared to those who don’t seek advice, a survey has shown.

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ATO, Regulation

Death benefit lump sums unclear

Death benefit lump sums

The ATO is yet to clarify if multiple lump sum payments can be made from death benefit pensions.

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Financial Planning

Tech stacks not meeting adviser needs

Technology stacks

Financial planners are relying on their technology stack in greater numbers in order to engage with clients, but many believe their platform and advice software needs are not being met, research has revealed.

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Business News

Class acquisition gains traction

Class acquisition

Superannuation administration service provider Class is reaping the rewards from its purchase of NowInfinity.

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ATO, Superannuation

Sector data has limited relevance

SMSF data

Overall SMSF data can reflect the state of the sector, but has limited application when considered at fund level.

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Property, Tax

Rent relief a 2020 tax return issue

Rent relief

The tax implications of rent concessions granted to tenants as a result of COVID-19 need to be taken into account for the 2020 financial year, an SMSF technical expert says.

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Appointments

Industry veteran announces retirement

SMSF Association

The SMSF Association has confirmed its head of technical Peter Hogan will be retiring at the end of September.

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Investments

LICs/LITs must adapt to new ban

Listed investment

LICAT has flagged the significance of the stamping fee ban for listed investment companies (LIC) and listed investment trust (LIT) and its impact on the industry.

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ATO, LRBA

ATO broadens LRBA strategies

LRBA strategies

Limited recourse borrowing arrangements can now legally be structured in more ways due to an instrument released by the ATO.

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Documentation, Investments

LEI costs reduced for SMSFs

SMSFs LEI

SMSFs that trade in foreign currency and derivatives can reduce their cost and administration requirements through a new multi-year identification renewal offer.

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