News

Education, Financial Planning

SMSFA pushes for greater CPD integrity

The SMSF Association has called on the Financial Adviser Standards and Ethics Authority (FASEA) to revise its policy regarding the approval of continuing professional development (CPD) requirements in order to improve the integrity of the process.

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Financial Planning, Investments, Portfolio Construction

Planners gloomy on domestic equities

A new report has highlighted the growing challenges financial planners are facing in relation to investment selection, with advisers becoming increasingly bearish in their outlook for domestic equities.

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Pensions, Superannuation

Segregation not just about pension accounts

When we use the term segregation or refer to an asset as being segregated in a superannuation fund, we are generally referring to a tax concept that relates to funds providing retirement-phase pensions.

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Investments, Portfolio Construction, Retirement

SMSFs will unload Aust shares under Labor policy

A SuperConcepts survey has found almost three-quarters of SMSF trustees plan to drop Australian shares and change their investment strategy to compensate for the loss of franking credit income should Labor’s proposal to remove refundable franking credits become policy.

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Education

FASEA issues direction on designations

The Financial Adviser Standards and Ethics Authority (FASEA) has invited industry associations to apply for accreditation for their respective professional designation programs.

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ETFs

SelfWealth to launch ETF targeting SMSFs

Online broker SelfWealth has announced it has secured $100 million in seed funding from Graham Tuckwell’s ETFS Capital to launch a new exchange-traded fund (ETF), the SMSF Leaders ETF.

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Business News, Superannuation

New alliances to help UBS service super industry

UBS Asset Management Australia has announced two new partnerships with fund managers with a view to providing better investment options for superannuants across the country.

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Regulation, Superannuation

Significant victories for SMSFA in 2018

The SMSF Association has reflected favourably upon its advocacy activity in 2018, nominating the changes to the work test exemption as it most significant achievement in this area.

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Compliance, Tax

TPB cracks down on SMSF non-lodgers

Over 2700 tax practitioners who are also trustees of their own SMSF have outstanding SMSF annual returns, according to the Tax Practitioners Board (TPB).

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Regulation, Tax

Imputation refund policy to soften

The federal opposition’s proposed imputation dividend refund ban is not as significant an issue as it has been made out to be and is likely to be adjusted before being legislated if Labor wins the next election, according to BlackRock.

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