News

Advice group unveils self-licensed support

February 5, 2020

Lifespan Financial Planning has launched a support service for self-licensed financial advisers that will draw on in-house and external partner expertise.

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Retirement, Superannuation

No negative retirement changes

February 4, 2020

Jason Spits

Any changes to the superannuation and retirement saving system should lead to no negative consequences for consumers, according to SISFA.

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ASIC

ASIC permanently bans Sydney SMSF adviser

February 4, 2020

Tharshini Ashokan

ASIC has permanently banned a Sydney-based SMSF adviser after she was found guilty of misappropriating money from clients’ funds.

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Compliance, Regulation

System fine without active member test

February 4, 2020

Tharshini Ashokan

The active member test for overseas SMSF trustees would become irrelevant if the current approach to rollovers and personal contributions was improved, an SMSF expert says.

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Retirement

Retirement facts before fixes

February 3, 2020

Jason Spits

Information collected by the Retirement Income Review should not be used to shore up current problems but improve the system for the long-term, claims SISFA

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Education

Partnership delivers new CPD courses

February 3, 2020

Darin Tyson-Chan

Western Sydney University School of Business and online education provider OpenLearning have combined forces to produce a new suite of continuing professional development courses for the financial services sector.

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Financial Planning, Regulation

Recommendations will alter fee arrangements

February 3, 2020

Jason Spits

The next round of Hayne royal commission recommendations to be implemented may alter the frequency with which advisers get approval for their fee arrangements.

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ATO

TBC indexation not for 2020

February 3, 2020

Tharshini Ashokan

The ATO has announced indexation of the general TBC will not go ahead in July and also reminded trustees investing in property of their GST obligations.

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Financial Planning

Plea for AMP planner mediation

February 3, 2020

Darin Tyson-Chan

A call has been made by the Australian Small Business and Family Enterprise Ombudsman for AMP to commit to mediation regarding the removal of up to 250 financial planning practices from its advisory network.

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Education

New SMSFA education program

January 30, 2020

Darin Tyson-Chan

The SMSF Association has launched an accredited educators program in response to member feedback naming three organisations as approved education providers.

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