News

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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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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