News

ETFs, Investments, Portfolio Construction

SMSF asset allocations riskier now

Recent events have illustrated the risk SMSF investors face in continuing with concentrated asset allocations to equities and cash, an investment manager has warned.

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Accounting, Education, Financial Planning, Regulation

Accountants to benefit from advice market shake-up

The widespread changes to financial planning should allow accountants to establish their broader advice credentials.

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Administration, Compliance, Platforms

Migration main focus for SuperConcepts

New SuperConcepts chief executive Adrian Urquhart has nominated service consolidation and growth as his key priorities.

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ASIC

Limited licence applications remain at low levels

ASIC figures have shown limited licence application are still at low levels. 

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Education, Platforms, Superannuation

Hub24 unveils education service

Hub24 has announced the release of a managed portfolio education facility for financial advisers that will be available in different formats.

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ETFs, Investments

Innovation key to active management success

Active managers will need to deliver innovation in the future to remain competitive against the rising passive ETF industry, according to BetaShares.

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Pensions, Superannuation, Tax

Time to review pension payment rules

There were changes from 1 July 2017 altering which pension payments could be counted towards meeting a client’s minimum payment obligations for the year. It makes sense to review the new rules.

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Superannuation

Early release on compassionate grounds misconstrued

The ATO has revealed the circumstances allowing the early release of superannuation benefits on compassionate grounds in general have been misunderstood.

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Accounting, Administration, Tax

Advisers need solid ECPI knowledge

Financial advisers need to have a firm grasp on exempt current pension income and segregation rules as they are no longer just the accountant’s domain.

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Accounting

Corrective actions can head off ATO penalties

Advisers and accountants can help trustees avoid ATO penalties if they seek to take corrective action first and rectify problems that have occurred.

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