News

Accounting, Financial Planning

Advisers mental health at crisis point

adviser mental health

The fallout from the financial services royal commission and other significant changes in the sector have resulted in the metal welfare of financial advisers being at crisis point, an industry specialist has said.

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Investments

Renewable energy targeting SMSF investors

Renewable energy SMSF

SMSF members will have the opportunity to invest in the renewable energy sector through a unique project developed for them.

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Education, FASEA

Don’t rely on FASEA Code of Ethics guidance

FASEA Code of Ethics guidance

Proof of compliance with the new FASEA Code of Ethics should not be verified by practitioners using the associated guidance document, a senior advice executive has said.

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ATO, Strategy

ATO view on SMSF asset ranges correct

SMSF asset ranges

The ATO is right to say SMSF investment strategy documentation with ranges of 0 per cent to 100 per cent is unacceptable, according to an SMSF expert.

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LRBA, Tax

LRBA loans drive SMSFs to safe harbour

LRBA SMSFs safe harbour

SMSFs relying on related-party loans may be forced to user higher safe harbour interest rates to prevent income being taxed at 45 per cent.

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Auditing, Financial Planning

Advisers key to auditor independence

Advisers key to auditor independence

Auditor independence is essential to fund compliance and should be prioritised by advisers on behalf of their SMSF clients, a legal expert says.

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ASIC, Superannuation

ASIC takes action over unlicensed SMSF scheme

ASIC unlicensed scheme

ASIC has taken action against a former Melbourne adviser over an unlicensed investment scheme that used SMSFs to secure funds.

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Accounting, Superannuation

TSB key to catch-up contribution benefits

TSB catch-up contributions

Accountants will need to keep a greater watch on Total Super Balances (TSB) to make the most of new catch-up contributions, but will be assisted by ATO data.

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ETFs

One-third of ETF inflows still from SMSFs

ETF inflows SMSFs

Investment in exchange-traded funds held by SMSFs has remained steady recently, according to the latest industry analysis.

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Property, Superannuation

Source of downsizer contributions questioned

Source of downsizer contributions

Questions have been raised about the source of downsizer contributions, with suggestions other funds have been used to take advantage of lower tax rates.

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