News

ATO

Money transfer crucial to SMSF loans

In order for the ATO to properly recognise a related-party loan arrangement involving an SMSF, a money transfer has to take place, a specialist legal firm has said.

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Accounting

Countplus acquires big stake in accounting firm

Countplus has made its second acquisition this year, taking a stake in the accounting and financial advice business of a Melbourne-based firm.

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Investments, Tax

Indirect effects of franking credit plan also critical

SMSF, trustees, franking credits, AMP Capital

The indirect effects of Labor’s proposed franking credit policy may be as significant as its immediate impact, a large financial services firm has warned.

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Retirement, Superannuation

Workers still not hitting self-funded benchmark

An annual survey has shown more people are heading into retirement without sufficient assets to be self-funded and will be forced to rely on government benefits.

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Appointments

SMSF Association board expands with two new appointments

The SMSF Association has appointed Tracey Scotchbrook and Michael Houlihan as new board members in direct response to the expressions of interest called for late last year.

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Superannuation, Tax

Balance limits a solution to franking credit issue

SMSF balances, franking credits, refunds, trustees

Limits on the size of SMSF balances, and grandfathered changes to franking credit refunds, would reduce high levels of refunds without hurting smaller trustees.

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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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