News

Investments, Strategy

ESG investment decision-making

Global environmental, social and governance (ESG) assets under management grew by an estimated 73 per cent globally over the space of four years to December 2016.

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Retirement, Strategy, Superannuation

TRIS now a short-term strategic tool

A transition-to-retirement income stream (TRIS) should be viewed purely as a short-term strategy to enable SMSF members to withdraw money from the accumulation account of the fund, a sector strategist has said.

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Investments, Strategy

Research debunks SMSF cash myth

The latest quarterly analysis of SMSF investments has revealed a significant decrease in cash holdings, following the massive spike in cash contributions to super funds during the last quarter of the 2017 financial year.

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Auditing

Audit change weakens women’s super

A survey of SMSF professionals has revealed a change to triennial audits could compromise the protection of vulnerable trustees’ super retirement benefits.

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ASIC

ASIC approves AFCA rules

The Australian Securities and Investments Commission (ASIC) has approved the Australian Financial Complaints Authority (AFCA) complaint resolution scheme rules and the terms of reference of the AFCA independent assessor (IA).

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Compliance, Regulation

Put clients on notice with NALI

Advisers with SMSF clients who do not use a real estate agent may run into issues with non-arm’s-length income (NALI) due to the lack of clarification in a bill currently before Parliament and therefore must inform clients of this possibility, an industry lawyer has warned.

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Management

Corporate trustee key for loss of capacity

Establishing a corporate trustee SMSF may be optimal in avoiding complexities in cases of loss of capacity of trustees, according to a lawyer.

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Retirement, Superannuation

Australians feel big retirement savings needed

The latest industry research into attitudes on retirement, conducted by Rice Warner and commissioned by ING Australia, has revealed individuals from generations X, Y and Z believe they will need between $1.5 million and $1.75 million in savings to fund their retirement, but do not know how to go about achieving it.

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Auditing

Strategy for SMSF audits needs review

Practitioners must carefully consider the future of their SMSF audit proposition in light of the proposed triennial audit cycle and the continuing developments in audit platforms and technology, according to a professional services consultancy.

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Financial Planning, Portfolio Construction

Technology to drive managed accounts growth

The managed accounts segment will almost double in two years, with technology to drive innovation in the sector, according to Hub24.

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