News

ETFs

BetaShares unveils tech-specific ETF

Betashares technology ETF

BetaShares has launched a new ETF aimed at tracking the ASX All Technology Index.

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Administration, ATO

Real-time data case not strong

ATO real-time data SMSF

The high number of non-lodgers of SMSF annual returns has been noted as a key area impeding the rollout of real-time reporting, according to the ATO.

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Estate Planning

Language paramount in estate planning

Estate planning language

A legal specialist has warned financial advisers need to give just as much consideration to language as they do figures when providing estate planning advice.

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ATO, Superannuation

ATO issues update on new TBC debit

Rules to watch in the months ahead

The ATO has warned trustees that new transfer balance cap (TBC) debit rules might affect them following recent changes to superannuation rules.

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ASIC, Financial Planning

Adviser gets permanent ban

Adviser banned SMSF loans

ASIC has ipermanently banned a Queensland adviser who advised clients to make loans from their SMSF to his businesses, breaching his best interests duty.

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Retirement, Strategy

Downsizer contributions benefit from ‘no rules’

downsizer contributions

Trustees should not underestimate the opportunities presented by downsizer contributions particularly where the rules are not explicit in how it can be used.

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Retirement, Superannuation

Small contribution can shift retirement view

super contributions retirement

A small increase in super contributions can affect how people see their retirement prospects, shifting them from negative to positive.

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ASIC, Regulation

SMSF advice should mirror auditor framework

Licensing regime

The licensing regime governing SMSF advice should be structured along the same lines as the approved SMSF specialist auditor register, a prominent adviser has said.

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ATO, Auditing

ATO still finding issues with auditors

ATO SMSF auditors

An ongoing review of SMSF auditors has continued to find concerns with their practices, with some being referred to ASIC for further action.

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ASIC, Property

SMSF property promoter pleads guilty

Charterhill SMSF property Nowak

Charterhill Group founder George Nowak has pleaded guilty to charges of aggravated deception and dishonest dealings with documents.

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