News

Superannuation

Long-term cost of early access over $100b

early release superannuation

The government’s early release super scheme will cost future generations over $100 billion and has undermined the importance of Australia’s superannuation system, BetaShares says.

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Investments, Superannuation

SMSF early access spike refuted

SMSF early release

Early release of superannuation from SMSFs was not unexpected, but trustees are likely to draw on much less money than recently predicted, according to the SMSF Association.

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Documentation, Platforms

Class acquires documentation provider

Class documentation

Class has acquired a second compliant documentation provider as part of a plan to boost its presence in that market.

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Financial Planning

Planner cooperative mooted

financial planning cooperative

The possibility of establishing a financial planning cooperative to help smaller firms with their running costs is being proposed by a Queensland-based practice.

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Documentation, Retirement, Strategy

Managing relationship breakdowns in an SMSF

Apportioning SMSF assets

Apportioning SMSF assets when a relationship ends has significant consequences requiring careful consideration.

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Documentation

Copies may not form deed record

SMSF trust deed

Having original documents may be the only acceptable way of proving SMSF trust deed variations have been properly executed, a specialist lawyer has said.

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ATO, Auditing

Part A qualifications off ATO radar

Part A qualifications

SMSFs with Part A qualifications in their annual return should check why they occurred as not all issues need to be reported to the ATO, a technical expert has said.

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ETFs

ETF sector back to pre-COVID-19 levels

ETF performance

The ETF industry has returned to performance levels last seen before the impact of the COVID-19 pandemic, a recent report on the sector has revealed.

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Financial Planning

Number of adviser exits grow

financial advisers exits

The financial adviser population declined again during the second quarter of 2020, contributing to a sharp increase in advised wealth moving from advisers exiting the industry.

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Investments

Infrastructure not SMSF panacea

Infrastructure assets

Making infrastructure assets more available to SMSFs may not provide the post-COVID-19 investment solution for the sector as first thought, a panel of industry thought leaders has said.

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