News

Superannuation

From the editor: R-E-S-P-E-C-T

We’ve just returned from another SMSF Association National Conference and over the 12 years I have been covering this event the sector really has come a long way.

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Superannuation, Tax

Labor policy scraps tax equality

The scrapping of franking credit refunds unfairly targets SMSFs and goes against principles of equity within the taxation system according to the SMSF Association.

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Superannuation, Tax

Franking credits policy won’t weaken sector

The SMSF industry remains buoyant despite the franking credits proposal, indicating short term tax policy changes will not stifle the sector.

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Education

FASEA’s procedural difference significant

The Financial Adviser Standards and Ethics Authority will be operating under a non-conventional structure of which advisers will need to be mindful.

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Retirement, Superannuation

Retirement status critical for TRIS

Advisers need to correctly assess the retirement status of clients to avoid TRIS problems.

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ASIC, Regulation

Disciplinary body needs teeth

The banking royal commission recommendation to create a new disciplinary body for financial advice is appropriate as long as it is granted strong powers.

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Retirement

Retiree living expenses climb slightly

The cost of living for retirees rose only marginally in the December quarter despite a steep rise in the price of some essential goods and services, according to ASFA.

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Regulation, Retirement

Govt broadens work test exemption

The federal government will allow people entering into retirement to make up to $300,000 in non-concessional contributions as a result of a change to the work test exemption.

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Retirement

Common SMSF concerns dismissed

The sustainability of the SMSF sector will not be threatened by theories about funds being established by non-suitable individuals, according to the head of a research consultancy business.

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Investments, Platforms

Capital-protected fund pitched at retirees

A Brisbane-based boutique manager has opened a new capital-protected equities fund pitched at the pre and post-retirement sector.

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