News

Insurance, Superannuation

SMSF members at risk of losing life insurance cover

SMSF members may lose life insurance cover held within an APRA-regulated fund if they fail to contribute to it or reactivate it before 1 July.  

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Retirement, Superannuation

Retirees squeezed by rates, longevity

Longer life spans and lower interest rates are putting pressure on retirement income streams that that could be resolved with new investment products.

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Investments

A nuanced low-volatility investment approach

SMSF trustees should be taking advantage of low-volatility investment trends, but need to remain mindful of ‘hidden’ risks, according to Patrick Kuhner.

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Education, FASEA, Financial Planning

Sitting first FASEA exam a gamble

FASEA; exam; AFA;

Advisers who will sit the first round of the Financial Adviser Standards and Ethics Authority exams are taking a gamble, according to a senior Association of Financial Advisers executive.

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Education, FASEA

Ex-FASEA chief joins Deakin ahead of exams

Former FASEA chief executive Deen Sanders has joined Deakin Business School’s ethics unit team weeks before the first adviser exams take place.

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FASEA, Financial Planning

AFA embarks on new lobbying strategy

Individual AFA members will be included in its lobbying efforts, with the industry body wanting to engage the government at both senior and grassroots levels.

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ASIC, Financial Planning

WA adviser banned for misleading conduct

ASIC has banned a Perth adviser who recommended SMSFs without considering client interests after he was also found to have recreated missing advice documents.

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Compliance

Member admission poses compliance risk for SMSFs

Trustees and advisers who do not pay close attention to SMSF member admission rules may be placing their funds at risk of being found non-compliant by the ATO.

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Investments, Retirement

Retirement income under pressure after rate cut

Retirement income investments should be reassessed following the latest rate cut, while wider sources of franking credits should also be considered, according to a specialist investment manager.

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Investments, Retirement

Crash protection plan recommended for retirees

A boutique asset manager has advised retirees to opt for a crash protection strategy to minimise the impact of a financial downturn on their investment portfolio.

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