News

Retirement, Strategy

Trustee structure key in retirement income decision

smsf trustee affect retirement income

Whether an SMSF has an individual trustee or a corporate trustee can dictate how benefits are paid out to its members in retirement.

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Documentation

Court confirms ‘self-evident’ trustee appointments

court confirms trustee appointments

A recent court case has highlighted the key role an SMSF deed plays when trustees are appointed to a fund, with one expert labelling the case confirmation of a self-evident process.

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Administration, Compliance

SMSF record-keeping essential to compliance

SMSF record-keeping requirements

Trustees should be aware of their record-keeping requirements under the SIS Act in order to stay compliant, an expert says.

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Education, FASEA

Industry experts launch FASEA exam prep program

help advisers prepare for FASEA exam

A number of industry experts have joined forces to create a program to help financial advisers prepare for the FASEA exam.

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Education, FASEA

FASEA has made CPD more rigorous

FASEA CPD model

The continuing professional development model from FASEA has provided clarity around ongoing training, but has also set strict benchmarks for advisers.

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ETFs

Index ETFs the better performers

Index ETFs outperform managed counterparts

Index exchange-traded funds generated greater returns than their actively managed counterparts over the past year, according the latest market research.

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Appointments

Class appoints three to executive team

Class appoints three to executive team

Class has added three new recruits to its senior executive team as part of a change and expansion strategy it is pursuing.

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Property, Retirement

Downsizers tip $1b into super

Australians have used superannuation concessions for people downsizing their homes to make $1 billion of contributions into funds in the past year.

Older Australians have taken advantage of superannuation contributions for people downsizing their homes by moving $1 billion into their funds in the past year.

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Property, Tax

Downsizer contributions get separate SAR treatment

downsizer contributions; annual return

The 2019 SMSF annual return will contain a separate area for trustees to inform the ATO about downsizer contributions that have been made.

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Investments, Strategy

SMSF strategies can help non-SMSF investors

SMSF; investment; strategy; investors

An SMSF investment strategy can provide essential guidance to investors, even if they don’t have an SMSF, a personal finance expert says.

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