News

Retirement, Strategy

New financial year should prompt strategy review

retirement; savings; strategy

The new financial year and the changes it brings to the superannuation rules should prompt advisers and their clients to review their retirement savings strategies.

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Financial Planning

Affordable advice an increasing challenge

affordable; financial; advice; planners

The ability to provide affordable advice has been revealed by the latest industry research as a growing challenge for the financial planner community.

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Investments

SMSFs less keen on blue-chip stocks

SMSFs; blue-chip; stocks

SMSF investors turned away from blue-chip stocks in the 2019 financial year, focusing their attention on infrastructure and ETFs instead.

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Retirement, Strategy

Aged care skills needed to meet ethics code

Aged care; ethics; financial advisers

Financial advisers who fail to consider aged care as part of their advice offering may be in breach of ethics requirements set down by FASEA.

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Estate Planning, Tax

Death benefit lump sums restrictive

Death benefit; lump sum

A senior superannuation consultant has warned lump sum death benefits can be restrictive when managing the financial obligations resulting from a deceased member’s affairs.

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Direct Property, LRBA

Safe harbour rate anomaly surfaces

SMSF; Safe harbour; rate

SMSFs with limited recourse borrowing arrangements may face higher interest rates under the safe harbour terms than those available in the market, a technical expert has warned.

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Appointments

SMSF Association appoints new board member

SMSF Association; board; Hay-Bartlem

The SMSF Association has drafted a new specialist board member, the third to be appointed by the body in the past month.

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Education, FASEA

FASEA launches guidance tool for advisers

FASEA; education; tool

FASEA has released its Education Pathways Tool to provide new and existing advisers feedback on their education requirements.

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Education, FASEA

FASEA approves credit for SMSF specialist course

SMSF; FASEA; credit; specialist

SMSF advisers holding a specialist designation will be given credit towards meeting the new FASEA education standards.

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Regulation, Superannuation

Government committed to aiding SMSF sector

Jane Hume; SMSF; audit cycle

The newly returned coalition government has confirmed its commitment to helping the SMSF sector succeed but has not revealed its plans for the three year audit cycle.

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