News

SMSFs see IPOs as too risky

January 29, 2020

The risks associated with initial public offerings are discouraging SMSF trustees from taking part in them, according to the partner of an accounting firm.

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Regulation

Regulators need to sharpen up communication

January 28, 2020

Darin Tyson-Chan

More precise communication is needed from financial services regulators to avoid any unnecessary concerns among SMSF stakeholders, an industry body has said.

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Retirement

Specific longevity data means better advice

January 28, 2020

Darin Tyson-Chan

Using more in-depth analysis to determine the life expectancy of an SMSF trustee can improve the value of retirement advice provided to this cohort, a technical specialist has said.

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Business News

Class acquires NowInfinity

January 28, 2020

Jason Spits

SMSF documentation provider NowInfinity has been sold to SMSF administrator Class in a deal that will be completed by month’s end.

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ASIC

ASIC permanently bans financial adviser

January 28, 2020

Tharshini Ashokan

ASIC has permanently banned a financial adviser found guilty last year of fraudulently misappropriating client funds.

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Business News, Investments

VanEck launches first active ETF

January 28, 2020

Jason Spits

VanEck will focus on the emerging market bond sector as a source of income for the launch of its first active ETF in Australia.

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Regulation

Call to scrap active member test

January 23, 2020

Jason Spits

The active member test should be dropped in favour of longer time frames to manage an SMSF from overseas to better reflect changing work patterns, the SMSFA says.

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Retirement

Retirees may need drawdown revision

January 23, 2020

Darin Tyson-Chan

Anticipated lower returns over the coming 10 years could force some retirees to revise their superannuation pension drawdown strategy, a mid-tier accounting firm partner has said.

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Superannuation

Super and natural disasters

January 23, 2020

Meg Heffron

SMSFs may not provide the type and magnitude of financial assistance victims of the recent bushfires are seeking.

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Retirement, Strategy

Specific use of SMSFs rising

January 22, 2020

Darin Tyson-Chan

A rising number of SMSFs are being set up to play a more strategic and specific role in wealth creation and retirement savings activities, a mid-tier accounting firm director has said.

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