News

Accounting, Financial Planning, Investments

Family SMSF advice now an elite specialist field

Family SMSF structures, which can be bloodline, blended or multigenerational, have become an elite specialisation and require an additional level of understanding from advisers, according to a sector expert.

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Compliance, Superannuation

SMSF SuperStream draft laws get strong backing

The SMSF Association has welcomed the draft regulations that extend the use of SuperStream to rollovers to and from SMSFs.

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Commercial Property, Direct Property

SMSFs flock to commercial property

SMSF trustees are showing a growing interest in commercial property, with two key factors driving the latest attraction, a specialist commercial property lender has revealed.

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ASIC

ASIC bans SMSF adviser, suspends AFSL

The Australian Securities and Investments Commission (ASIC) has banned a Queensland SMSF financial adviser for four years and suspended his Australian financial services licence (AFSL) for failing to act in his clients’ best interests.

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Financial Planning, Investments, Strategy

Global funds added to platforms

Specialist global equities fund manager Cooper Investors has increased its access to the retail market following the addition of its two long-only global funds to two more platforms.

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Administration, Retirement

The topsy-turvy world of ECPI

While the new rules for pension fund tax exemptions (exempt current pension income or ECPI) have now been in place for over 12 months, the first few 2017/18 income tax returns are now being prepared and lodged. As always, real client cases illustrate best that the new world is very different from the old.

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Accounting, Education, Financial Planning

FASEA under fire for not providing course notes

Accounting services provider AccountantsIQ has admonished the Financial Adviser Standards and Ethics Authority (FASEA) over its intention not to provide preparation materials for the financial adviser examination, arguing this defies the purpose of the exam.

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Accounting, Financial Planning, Practice Management

Accountants still regard advice as sales

Accountants looking to broaden their services into advice, particularly for SMSF clients, are still put off by the selling aspect of a financial adviser’s role, an industry licensing expert has revealed.

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Regulation, Superannuation

Treasury releases updated SG draft

Treasury today released an exposure draft of the updated Superannuation Guarantee (Administration) Regulations 2018 as the 1993 iteration is scheduled to sunset on 1 October 2018.

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Investments, Strategy

No substitute for bonds

Let’s face it: cash is still king with Australian investors. This was once again confirmed in the recent Vanguard/Investment Trends SMSF study showing cash makes up nearly one-quarter of investor portfolios.

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