News

Administration, Documentation

Annual return sign-off timing important

SMSF annual return sign-off

The procedural timing for the sign-off of an SMSF annual return is critical and carried out incorrectly can result in compliance issues and penalties.

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Financial Planning, Retirement

Cheap advice a must for retirement system

financial advice retirement system

Low-cost, mass-market financial advice must be available to those facing retirement and should be built into Australia’s retirement savings system.

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Technology

Class to provide Xplan with data feeds

Class Xplan data feed

Advisers using Xplan will be able to view their clients’ SMSF investments after the software provider secured new data feeds from SMSF admin platform Class.

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Education

FPA announces new CFP program partners

FPA CFP program

The FPA has partnered with two education providers to allow financial planners to combine the CFP certification program with a Master of Financial Planning degree.

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Superannuation

Keep early release as relief tool

early release superannuation relief

The government should not dismiss the use of early release of super to prevent personal economic hardship for Australians in the future, according to a Liberal senator.

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Administration, Superannuation

COVID-19 residency relief exists

residency status SMSF return

COVID-19 relief exists for the rules governing the definition of an Australian super fund, eliminating the need to report a change in residential status on the 2020 SMSF annual return, a technical expert has said.

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ATO, Compliance

Voluntary disclosure best compliance action

voluntary disclosure trustees

Trustees should reveal their compliance issues via the ATO’s voluntary disclosure program as soon as possible, the regulator says.

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Compliance

Compliance to assess incapacity

ATO trustees incapacity

Compliance procedures are being used by the ATO to discover potential incapacity issues suffered by SMSF trustees.

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Pensions, Superannuation

Super needs campaign about retirement outcomes

super retirement campaign

A government senator has suggested the super sector should run a campaign to inform people they may not be self-sufficient in retirement and more can be done to reduce reliance on government pensions.

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Business News

Seamless SMSF strengthens team

Seamless SMSF

Seamless SMSF has appointed the former partner of a big four accounting firm to its sales team.

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