News

LRBA

Adviser interest in LRBAs rebounds

Interest in LRBAs for SMSFs has been high following the coalition’s election win, with one broker predicting the return of banks to the lending market.

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ASIC, Regulation

Licence applicants face difficulties on PI cover

Advice licence applicants are facing trouble in getting approved due to difficulties in securing PI insurance, according to a financial services legal firm.

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Auditing, Investments

Unlisted assets attract greater audit scrutiny

Unlisted assets in an SMSF are more likely to lead to a qualified audit following growing concerns around their valuations.

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Accounting, Financial Planning

Accountants, planners team up to expand SMSF offering

Accountants teaming with planners to expand SMSF offering

The number of accountants working with financial planners to boost their SMSF value proposition has climbed as trustees focus on advice expertise.

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Retirement

Cost of living for retirees remains stable

The cost of living for retirees shifted only marginally in the March quarter despite significant price rises for medical expenses and food, according to ASFA.

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Documentation, Strategy

Wording can undermine BDBN

The wording of a binding death benefit nomination is paramount in determining its efficacy, a specialist lawyer has said.

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Appointments, Superannuation

New super minister adds sector experience to role

The second Morrison ministry will feature a new face with 20 years’ experience in the financial services arena to oversee the superannuation sector.

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ETFs

First actively managed ESG ETF opens to investors

A new actively managed ETF aims to give investors the opportunity to invest in stocks that have a positive impact on society and the environment.

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Investments

Franking credit campaign was not political

Australian Parliament House, Canberra, ACT.

The head of Wilson Asset Management has told shareholders the fund manager’s campaign against a ban on franking credit refunds was not politically motivated.

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Pensions

BDBNs dangerous territory for advisers

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Advisers making changes to BDBNs or reversionary pensions may be engaging in legal work that could negatively impact on them and their clients.

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