News

Infrastructure

Benign position expected for infrastructure

The macroeconomic outlook will have no detrimental effects on the infrastructure sector, with three key themes driving the market in 2018, according to RARE Infrastructure.

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Superannuation

Details missing on education requirements

Frayed rope.

The SMSF Association remains concerned about the initial standards for education requirements for existing advisers as uncertainty lingers around degree requirements for advisers and specialist accreditation courses.

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Superannuation

Super appeal to increase in 2018

The recognition of superannuation funds being an extremely tax-effective investment vehicle is set to increase in 2018, sparking a rise in the popularity of super for saving and investing, an accounting firm partner has predicted.

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Superannuation

SMSFs throng to equities in 2017

Cityscape, map and charts collage graphic

SMSF investors are becoming increasingly comfortable with more exotic equity instruments as low volatility boosts investor confidence to seek new opportunities, according to National Australia Bank (NAB).

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ATO

Time extension granted for annual returns

SMSF; pension; exemption

The ATO has announced it will extend the due date for lodgement of SMSF annual returns for 2016/17 to 30 June 2018.

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Compliance

Licensees cutting corners with BDBNs

The Australian Securities and Investments Commission (ASIC) has put the financial advice sector on notice after finding issues with advisers failing to correctly witness binding death benefit nomination (BDBN) forms for super benefits.

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Business News

SMSF returns reflect adviser efforts

The SMSF sector’s returns matching Australian Prudential Regulation Authority (APRA)-regulated fund returns during 2015/16 demonstrates the hard work of SMSF specialists who advise many members about their investments, the SMSF Association has said.

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Superannuation

Career breaks put big dent in women’s super

Women are taking a $160,000 hit to their retirement savings as a result of taking career breaks, potentially exacerbated by the fact they do not seek financial advice, a REST survey has revealed.

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Estate Planning

Take-up of investment bonds increases

Investment bonds are proving to be a popular alternative estate planning strategy, particularly among older SMSF trustees with super balances greater than the $1.6 million transfer balance cap, according to Australian Executor Trustees (AET).

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Business News

Hub24 unveils super tracker, ROA solution

Hub24 has announced enhancements to its platform, including a superannuation contributions tracker and an integrated records of advice (ROA) solution for advisers.

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