News

Appointments, Retirement, Superannuation

Westover joins Deloitte

SMSF and super expert Liz Westover has joined Deloitte as a partner after departing PwC in December 2018.

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Appointments, Investments

OpenInvest grows its team

OpenInvest has expanded its team, appointing a business development manager and marketing manager.

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Financial Planning, Regulation

SuperConcepts flags RC impacts on SMSFs

SuperConcepts has outlined how six recommendations from the banking royal commission will affect SMSFs. 

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Retirement, Superannuation

SMSFA pushes for spousal rollover measure

The SMSF Association has used its budget submission to call for the introduction of a spouse rollover measure to close the gender retirement gap.

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Regulation

Bill to expand SMSF size tabled

SMSFs will be able to service up to six members by mid-year under legislation introduced into Parliament today.

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Administration, Tax

Class offers new automated tax statement service

Class has introduced an automated tax statement system that can create individual or bulk statements for directly held securities.

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Investments

The best of times, the worst of times

The potential for increased future volatility requires a wider look at investing without the daily distraction of the stock market.

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Regulation, Strategy, Superannuation

Franking credit policy planning already underway

Trustees and their advisers are considering various strategies to minimise the impact of Labor’s proposed franking dividend policy.

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Platforms, Regulation

Cashwerkz value strengthens post royal commission

A cash investing service provider believes the banking royal commission has improved its value to financial advisers and their SMSF clients.

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Regulation

Stalled legislation should trump royal commission

The banking royal commission recommendations should not be rushed through Parliament, which still has to deal with stalled legislation, claims the FSC.

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