News

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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Accounting, ATO, Auditing

ATO to release banned SMSF trustee register

SMSF; review; industry fund

The names of banned SMSF trustees will be made more accessible to advisers and the public via a new register from the ATO.

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Compliance, Education, Regulation

FASEA ethics will overrule licensee obligations

Advisers will be required to consider client best interests ahead of licensee obligations when making ethical decisions.

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Regulation, Retirement, Superannuation

Fatigue to blame for lack of super objective

Fatigue ultimately defeated the government and super sector’s efforts to enshrine the objective of super in legislation, an industry group head of policy has said.

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Education, Regulation

FASEA to help advisers map out education pathways

Advisers will be able to ask FASEA to match their past education with the most suitable education pathway under a new service to be launched by the authority.

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