News

Reversionary pensions carry risks

September 10, 2019

There are risks in establishing reversionary pensions for clients that could undermine estate planning strategies, a specialist SMSF lawyer has said.

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Financial Planning, Retirement

Advisers must provide specialist death benefits advice

September 10, 2019

Darin Tyson-Chan

An SMSF strategist has said the super reforms mean advisers need to provide better solutions for clients upon the death of a member.

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ATO, Auditing

ATO to ramp up SAN misuse scrutiny

September 9, 2019

Jason Spits

The ATO will review the use of SANs each year after finding a high number of possible breaches by hundreds of tax agents.

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Financial Planning

Limited licence advice system has caused confusion

September 9, 2019

Darin Tyson-Chan

A call has been made by a partner in a large chartered accounting firm for the introduction of a better licensing system for SMSF advisers.

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ATO, Investments

ATO letters ensuring good fund management

September 9, 2019

Darin Tyson-Chan

A specialist SMSF lawyer has described the ATO’s decision to scrutinise the investment strategy of certain funds as no cause for alarm.

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Estate Planning

Topdocs upgrades estate planning capability

September 9, 2019

Jason Spits

Topdocs has improved the range and content of its estate planning documentation and partnered with a legal service to connect advisers with legal firms.

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Compliance, Investments

LEI deadline closes at end of the month

September 9, 2019

Jason Spits

A legal entity identifier will need to be obtained by SMSF trustees wanting to invest in offerings such as contracts for difference after 30 September this year.

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Regulation, Superannuation

Certainty needed on govt work test proposal

September 5, 2019

Tharshini Ashokan

The government must act swiftly on its proposal to extend the work test age in order to avoid placing members anticipating the changes at a disadvantage, an SMSF expert says.

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Appointments

SuperGuardian names new education manager

September 5, 2019

Jason Spits

SMSF administrator SuperGuardian has appointed a well-known sector educator and consultant to a new education role.

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Investments, Property

Property currently more an income play

September 5, 2019

Darin Tyson-Chan

Non-residential real estate is currently more likely to generate stronger returns from income than capital gains, a specialist commercial property lender has said.

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