News

Financial Planning

Robo-advice trust on the up

Australians’ trust in robo-advice has improved, according to a recent industry survey.

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Education

The ins and outs of FASEA’s CPD requirements

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Daniel Butler and Christian Pakpahan provide a summary of the new continuing professional development obligations for licensed advisers outlined by the Financial Adviser Standards and Ethics Authority. The Financial Adviser Standards and Ethics Authority (FASEA) has finalised a continuing professional development (CPD) standard legislative instrument, the Corporations (Relevant Providers Continuing Professional Development Standard) Determination 2018. […]

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LRBA, Superannuation

Retain LRBAs, but enforce existing legislation

Green tick in box labelled yes

Risks associated with LRBAs can be managed by the enforcement of existing legislation rather than banning them entirely for all investors, a specialist lender has claimed.

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Investments, Platforms

OpenInvest adds to board

Susan Allen is the latest appointment to OpenInvest’s board of directors.

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Administration, ATO

ATO improves online facilities

Practitioners providing administrative and compliance services for SMSF clients now have a better online facility with which to lodge transfer balance account reports and access transfer balance account information.

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Commercial Property, LRBA

LRBAs should be retained for commercial property

Cranes on top of unfinished buildings

LRBAs should be retained for commercial property investments, which have exhibited few of the issues associated with residential property, according to a specialist lender.

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Accounting

Double reporting a growing issue in TBAR regime

Issues such as double reporting have surfaced in the initial stages of the TBAR regime, according to a legal firm specialising in SMSF advice.

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Appointments, Superannuation

Ripoll joins SMSF Association board

Bernie Ripoll has joined the board of the SMSF Association stepping up from a previous role within the organisation.

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Superannuation, Tax

Franking credit refunds enhancing risk

Franking credit refunds discourage diversification in SMSF investment strategies, putting retirement savings at risk, according to a Labor MP.

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Retirement, Strategy

Retirees not achieving financial security

Man seeking financial security lost in maze raising arms in frustration

Financial security and peace of mind rank as key concerns for retirees, with no identifiable solutions to these issues, a recent study has shown.

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