News

Financial Planning, Retirement, Strategy

Downsizer measure tops adviser queries

The new downsizer contribution, allowing clients to top up their super from the proceeds of the sale of their home, has come out as the number one adviser query in the September quarter, BT Financial Group’s (BTFG) technical team has said.

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ETFs

BetaShares unveils global income ETF

BetaShares has launched its Global Income Leaders ETF, providing SMSF investors with exposure to a diversified portfolio of 100 companies, ex-Australia.

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ATO

Non-lodgers in ATO sights

With 40,000 SMSFs failing to meet their lodgement obligations, cracking down on non-lodgers remains a key activity for the ATO.

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Administration, Business News

SuperMate unveils bulk TBAR solution

SuperMate has launched a bulk transfer balance account report (TBAR) solution that allows SMSF practitioners to transmit bulk lodgements of multiple returns to the ATO portal.

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Business News, Platforms

Hub24 posts record FUA results

Adviser investment platform Hub24 has reported its funds under administration (FUA) reached $9.1 billion for the September quarter, up 50.5 per cent on September 2017.

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Retirement, Superannuation

Renting retirees need extra $500k in super

Retirees who do not own a home may need to find an additional $500,000 in their super to fund their rent, raising questions over advice given to them about super, according to new research.

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ASIC, Financial Planning

Commonwealth FP given further improvements

The initial findings of a report into the fee-for-no-service conduct of Commonwealth Bank of Australia’s advice arm, Commonwealth Financial Planning, has been released, alongside additional recommendations.

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ATO, Compliance, Regulation

SMSFs falling over on basic TBAR errors: ATO

The ATO has received transfer balance account reports (TBAR) from 135,000 SMSFs thus far, but trustees are being caught out by basic errors in the information they are supplying.

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Investments

Digital platform onboards SMSFs

Spitfire has integrated SMSF clients onto its digital platform with strategic partnerships also underway as advisers look for next generation solutions that offer global markets and bespoke managed accounts.

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Investments, Portfolio Construction

A straw house or brick house?

Australia’s home bias towards local shares is well documented. In fact, the “ASX 2017 Investor Study” shows 75 per cent of Australia’s share owners hold only domestic shares, compared to 11 percent who hold only international shares.

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