News

BT enhances SMSF reporting on Panorama

July 16, 2019

BT has made a number of changes to its flagship investment platform, Panorama, including an enhanced SMSF reporting dashboard.

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Superannuation

SMSF establishments to rise again

July 15, 2019

Darin Tyson-Chan

After suffering a slight decline in recent years, SMSF establishments look to be on the rise again, according to the latest research into the sector.

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ATO, Retirement

Basis for ATO TRIS guidance questioned

July 15, 2019

Jason Spits

A recent note from the ATO on how it views a TRIS in retirement phase has been questioned by a lawyer who believes the legal basis for it is unclear.

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Administration, Documentation

EPOAs may save trustees future trouble

July 15, 2019

Tharshini Ashokan

Trustees who do not grant an enduring power of attorney while they have the capacity to do so may place their SMSF at risk of being non-compliant in the future, an SMSF expert says.

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ASIC, Regulation

ASIC acts on licensees outside dispute scheme

July 15, 2019

Jason Spits

ASIC has moved to ensure financial services providers are covered by the industry dispute resolution scheme, prompting 50 firms to sign up to AFCA.

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Financial Planning

SMSF unmet advice needs grow

July 11, 2019

Tharshini Ashokan

The unmet financial advice needs for SMSFs are varied and growing, with the majority of funds reluctant to seek advice on their unmet needs.

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Accounting

Franking credit policy had silver lining

July 11, 2019

Darin Tyson-Chan

A positive development for SMSFs did result from Labor’s proposed change to franking credit refunds raising questions around the need for investment diversification.

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Financial Planning, Investments

Strategy advice doesn’t need SOA but care required

July 11, 2019

Jason Spits

SMSF practitioners can give advice on an investment strategy without a statement of advice, but need to be aware they may be held liable for losses stemming from that advice.

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Investments, Platforms

Why managed account popularity is set to rise

July 11, 2019

Meaghan Victor

Industry research has shown the popularity and use of managed accounts is set to rise, but significant additional education about these offerings is still required.

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Retirement, Superannuation

Think tank sparks war of words on SG rise

July 10, 2019

Jason Spits

Superannuation industry groups have reacted strongly to independent modelling that claims an increase in the SG rate would hit wages and make no difference to retirement incomes.

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