News

Financial Planning, Retirement

Retirement funding models ignoring aged-care costs

With clients living longer, advisers have been urged to consider helping clients fund the cost of care in the later years of retirement.

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ATO, Retirement, Superannuation

Definition of contribution remains vague

There is no concrete definition of the term contribution in super law and income tax law, which can be problematic for clients.

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Accounting, Administration, Pensions

Legacy pensions require further attention

SMSF administrators and actuarial experts say they still see legacy pensions, such as defined benefit pensions, in SMSFs.

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Regulation, Retirement, Superannuation

PM labels franking credit proposal as theft

review: superannuation; retirement

The Prime Minister has pushed back on Labor’s franking credit proposal, branding it as theft and an unfair tax grab.

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Education, Regulation

Industry body revamps specialist adviser program

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The SMSF Association has announced changes to its specialist adviser program to ensure it corresponds with FASEA guidelines.

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Superannuation

SMSF Association highlights PC cost change as win

To kick-off the SMSF Association’s national conference today, its chair highlighted a number of advocacy wins for the industry body.

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Regulation

Six-member SMSF bill may be passed pre-election

The federal government is likely feeling confident its six-member SMSF bill will pass through parliament, given it was introduced last week, an SMSF expert has suggested.

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ASIC

SMSF advice up for further review after probes

ASIC will use recommendations from the Productivity Commission and banking royal commission to inform its next review of advice in the SMSF sector.

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Compliance, Investments, Regulation

Sharper record-keeping focus tipped

Advisers and accountants can expect increased scrutiny of the record-keeping for the advice they provide to SMSF clients over the next three years, a compliance expert has warned.

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Administration, Platforms

Class unveils integration with Macquarie Wrap

Class has integrated with Macquarie Wrap to deliver an automated solution for managed accounts data.

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