News

ETFs

VanEck expands ETF range

VanEck ETF

VanEck will launch four ETFs in the coming weeks, following strong growth in the company’s assets under management over the past year.

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Investments

Challenger releases RBA-linked annuity

Challenger annuity

Challenger has expanded its annuity range with the release of a guaranteed floating-rate lifetime annuity linked to the Reserve Bank of Australia cash rate.

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Financial Planning

SMSF advice falls as need grows

SMSF financial advice

The number of SMSFs using a financial adviser has dropped relative to the size of the sector, even as the scope and intensity of advice needs have increased.

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Investments

Trustees stick solid through COVID-19 hit

SMSF trustees investments COVID-19

SMSF trustees in the main have left the investment mix of portfolios untouched in the wake of the market disruption resulting from the COVID-19 pandemic, the latest sector research has shown.

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Superannuation

Initial contributions key to establishment

Initial SMSF contribution

Advisers should ensure initial contributions for new SMSFs satisfy the establishment test to prevent an ongoing obligation to prove the fund is compliant, a legal expert says.

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Superannuation

Adequate super amount overestimated

comfortable retirement

Individuals tend to overestimate the level of savings they need to fund a comfortable retirement, a senior financial adviser has said.

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Retirement

Longevity risk intensifying

longevity risk retirement planning

Longevity risk will be playing a bigger part in retirement planning as the latest Australian Government Actuary data has indicated morality rates among Australians are continuing to fall.

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Documentation

EPOA risks can be managed via trust deed

Enduring powers of attorney SMSF

Enduring powers of attorney can create risks for SMSF trustees, but these can be managed by limiting attorney powers within a trust deed.

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ASIC, Auditing

ASIC disqualifies 36 SMSF auditors

ASIC disqualification SMSF auditors

A failure to maintain SMSF audit experience has resulted in disqualification for 36 auditors and conditions being imposed on a further six practitioners.

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Investments, LICs

LICs/LITs strong despite market turbulence

LICs LITs COViD

LICs and LITs have remained steady despite the market volatility brought on by the COVID-19 pandemic, the Listed Investment Company and Trust Association (LICAT) says.

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