News

Financial Planning

Planners win statutory declaration rights

The Financial Planning Association (FPA) has secured recognition for financial planners and advisers as additional categories of people who are authorised to witness a commonwealth statutory declaration.

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Accounting, Financial Planning, Investments

Accountants should offer whole-of-wealth services

Accountants need to lead the conversation on working more closely with financial planners and expanding their wealth accounting skill set to work on a whole-of-wealth basis, according to Class.

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ATO, Superannuation

ATO consulting on SuperStream verification

The ATO is looking to roll out its member verification service to ensure secure transfers in late 2019 as part of the extension of SuperStream to SMSFs.

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Superannuation

Greater transparency in SMSFs inevitable

The plethora of changes affecting SMSFs is expected to continue, with transparency a certain and imminent development in the sector, according to the SMSF Association.

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Investments, Property

Property allocations to continue to drop

SMSFs are reducing exposure to property in their portfolio asset allocations, reflecting wider trends in the property downturn in the Sydney and Melbourne markets, new analysis has found.

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Financial Planning, Insurance

Advice vital in insurance decisions

It is crucial for SMSFs to seek professional advice when making decisions on insurance within their fund to competently navigate the insurance minefield, according to wealthdigjtal.

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Investments

Dividend income investors must diversify

SMSF investors must now consider diversifying their portfolios as there is no shortage of stocks, both in Australia and overseas, that offer consistent dividend income and better potential for capital growth, an investment manager has said.

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Retirement, Superannuation

Australians have consistent happy retirement view

ING-commissioned research into the nation’s attitudes toward retirement has revealed Australians across all generations have a similar view to what a comfortable retirement would resemble.

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ASIC

ASIC begins Dover civil penalty action

The Australian Securities and Investments Commission (ASIC) has commenced civil penalty action in the Federal Court in Melbourne against Dover Financial Advisers Pty Ltd and its sole director, Terry McMaster.

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ETFs, Investments

Meet your super fund’s new best friend

Warren Buffett loves them, and investment magazine Barron’s once said they “probably rank as the most successful financial product of the past two decades”. And while they are being taken up by many SMSFs around the country, there are still a lot of self-directed investors who are yet to embrace their benefits.

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