News

Education, financial advice, Financial Planning

Don’t delay education requirements

SMSF Association Keddie Waller Financial advice Financial advisers Education requirements Experienced pathway Authorized Relevant provider

Financial advisers who lose their authorisation should be aware of what education requirements they may need to meet to ensure they can still practise after the start of 2026.

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ETFs

PIMCO releases four active fixed-income ETFs

PIMCO has expanded its investment footprint by releasing four new active ETFs providing investors with access to global fixed-income options.

PIMCO has expanded its investment footprint by releasing four new active ETFs providing investors with access to global fixed-income options.

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Pensions

TR 2013/5 workable solutions needed

Additional ATO guidance is required to manage anomalies arising from the application of TR 2013/5 to death benefit pensions and TRIS.

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Death benefits, Superannuation

Remove death benefit lump sum limits

Removing the limit on the number of death benefit lump sums that can be made from super is an easy change that could be made and would reduce breaches of payment regulations.

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financial advice, Financial Planning

More urgency needed for Dixon inquiry

The government has been urged to accelerate the Senate inquiry into the Dixon Advisory collapse and its interaction with the CSLR.

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Auditing, Technology

AI useful, but needs human touch

AI can be used productively by SMSF auditors, but they still need to oversee its output in the same way they would check the work of a human.

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Superannuation, Tax

Division 296 deliberately deceptive

Division 296 tax Financial Services Council Blake Briggs Superannuation Self-managed superannuation SMSF

A leading industry figure has accused the federal government of intentionally misleading the public as to who the Division 296 tax will ultimately impact.

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financial advice, Financial Planning

CSLR costs heavily criticised

Compensation Scheme of Last Resort CSLR Review SMSF SMSF Association Peter Burgess Financial Advice Association Australia Sarah Abood Financial Services Council Blake Briggs Dixon Advisory United Global Capital

The rapidly rising Compensation Scheme of Last Resort levy has been condemned as an extra burden on the advice sector that shows it is not operating as intended.

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financial advice, Financial Planning

Compo scheme to be reviewed

Treasury Compensation Scheme of Last Resort CSLR, Stephen Jones Assistant Treasurer Minister for Financial Services Dixon Advisory United Global Capital

The government will review the operations of the Compensation Scheme of Last Resort following a significant blow-out in its costs to the advice sector.

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Administration, Business News

Act2 acquires Haintz Actuarial

Act2 Haintz Actuarial Alan Haintz Andy O’Meagher SMSF actuarial certificate Self-managed superannuation SMSF

The SMSF service provision space has experienced some rationalisation with the sale of Haintz Actuarial to Act2 Solutions.

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