News

Recommendations will alter fee arrangements

February 3, 2020

The next round of Hayne royal commission recommendations to be implemented may alter the frequency with which advisers get approval for their fee arrangements.

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ATO

TBC indexation not for 2020

February 3, 2020

Tharshini Ashokan

The ATO has announced indexation of the general TBC will not go ahead in July and also reminded trustees investing in property of their GST obligations.

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Financial Planning

Plea for AMP planner mediation

February 3, 2020

Darin Tyson-Chan

A call has been made by the Australian Small Business and Family Enterprise Ombudsman for AMP to commit to mediation regarding the removal of up to 250 financial planning practices from its advisory network.

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Education

New SMSFA education program

January 30, 2020

Darin Tyson-Chan

The SMSF Association has launched an accredited educators program in response to member feedback naming three organisations as approved education providers.

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Investments

Capital protection a priority

January 30, 2020

Darin Tyson-Chan

Capital protection is one of the most important goals for investors who currently hold a pessismistic view of the stock market, a new survey has shown.

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Financial Planning

Advice improves financial, mental well-being

January 30, 2020

Jason Spits

New research has found the take-up of financial advice by consumers can have a positive impact on their mental health alonsgide the usual financial benefits

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ATO

ATO cuts six-member fund work

January 29, 2020

Jason Spits

Two key measures introduced as part of federal budgets have been removed from the ATO’s work schedule after supporting legislation failed to enter parliament.

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ATO, Investments

Detailed investment strategy guidance coming

January 29, 2020

Jason Spits

New guidance on SMSF investment strategies will soon be released, with an expert tipping the ATO will roll out detailed assistance for trustees.

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FASEA

FASEA releases December exam results

January 29, 2020

Tharshini Ashokan

A large majority of advisers have passed the December FASEA exam, while the number of registrations for each sitting of the exam continues to rise.

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Investments

SMSFs see IPOs as too risky

January 29, 2020

Darin Tyson-Chan

The risks associated with initial public offerings are discouraging SMSF trustees from taking part in them, according to the partner of an accounting firm.

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