News

Regulation, Retirement, Superannuation

Market conditions prompt delay in retirement

A new Roy Morgan survey has found negative forces currently pervading the economy and investment markets are likely to result in more Australians holding off their decision to retire.

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Retirement, Tax

Govt addresses early retirement payment equality

The federal government has moved to make the tax treatment of redundancies and early retirement payments consistent for all individuals.

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Accounting, Auditing, LRBA, Regulation

Triennial audit cycle unlikely to proceed

The likelihood of legislation for the three-year audit cycle for some SMSFs passing through Parliament under the current federal government is low given the likelihood the next election will be held in May 2019, according to an SMSF expert.

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Education, Financial Planning

SMSFA pushes for greater CPD integrity

The SMSF Association has called on the Financial Adviser Standards and Ethics Authority (FASEA) to revise its policy regarding the approval of continuing professional development (CPD) requirements in order to improve the integrity of the process.

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Financial Planning, Investments, Portfolio Construction

Planners gloomy on domestic equities

A new report has highlighted the growing challenges financial planners are facing in relation to investment selection, with advisers becoming increasingly bearish in their outlook for domestic equities.

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Pensions, Superannuation

Segregation not just about pension accounts

When we use the term segregation or refer to an asset as being segregated in a superannuation fund, we are generally referring to a tax concept that relates to funds providing retirement-phase pensions.

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Investments, Portfolio Construction, Retirement

SMSFs will unload Aust shares under Labor policy

A SuperConcepts survey has found almost three-quarters of SMSF trustees plan to drop Australian shares and change their investment strategy to compensate for the loss of franking credit income should Labor’s proposal to remove refundable franking credits become policy.

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Education

FASEA issues direction on designations

The Financial Adviser Standards and Ethics Authority (FASEA) has invited industry associations to apply for accreditation for their respective professional designation programs.

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ETFs

SelfWealth to launch ETF targeting SMSFs

Online broker SelfWealth has announced it has secured $100 million in seed funding from Graham Tuckwell’s ETFS Capital to launch a new exchange-traded fund (ETF), the SMSF Leaders ETF.

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Business News, Superannuation

New alliances to help UBS service super industry

UBS Asset Management Australia has announced two new partnerships with fund managers with a view to providing better investment options for superannuants across the country.

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