News

XTB portfolios achieve outperformance

January 30, 2018

Australian Securities Exchange-traded corporate bond investment provider XTB has reported considerable outperformance for its fixed-rate portfolios when compared against the credit index and comparative bond exchange-traded fund (ETF) market in 2017.

read more

Practice Management

Ways to remove a member from an SMSF

January 30, 2018

Gary Chau

Removing a member from an SMSF is not a simple process, particularly where there is a dispute or some animosity among members.

read more

Cryptocurrency

SMSFs cautioned on bitcoin hype

January 30, 2018

Malavika Santhebennur

SMSFs and other retail investors that have been disappointed with the low returns on their cash investments are looking to cryptocurrencies, but the area is riddled with risks, according to HLB Mann Judd.

read more

Accounting

Accountants to feel education standards pinch

January 29, 2018

Malavika Santhebennur

Accountants wishing to continue to advise on SMSFs will bear the brunt of the new education standards as much as financial planners, but this is flying under the radar, an industry executive has warned.

read more

ATO

CGT scenarios uninfluenced by extension

January 29, 2018

Krystine Lumanta

The ATO’s extension for SMSF annual returns will not have a huge impact on trustees with highly complex capital gains tax (CGT) relief issues, according to a technical expert.

read more

Insurance

HLB Mann Judd unveils new insurance business

January 29, 2018

Malavika Santhebennur

HLB Mann Judd Sydney has launched a new insurance business, HLB Insurance Services, in a joint venture with risk specialist practice MBS Insurance.

read more

Accounting

Downsizer contributions attract some interest

January 25, 2018

Darin Tyson-Chan

A mid-tier accounting firm has already experienced some interest in the use of the downsizer contribution provisions contained in the 2017 federal budget.

read more

Compliance

Take BDBNs seriously to avoid breach

January 25, 2018

Malavika Santhebennur

Treating binding death benefit nominations (BDBN) as a mere formality when commencing a superannuation account can lead to financial services licensees cutting corners, but this is not an endemic issue in the industry, according to a legal expert.

read more

ETFs

SSGA heeding SMSF market demands

January 25, 2018

Krystine Lumanta

State Street Global Advisors (SSGA) will continue to focus on meeting the evolving requirements of SMSF investors and providing more sophisticated education when it comes to servicing the sector this year.

read more

Superannuation

SMSF Association welcomes lodgement extension

January 24, 2018

Krystine Lumanta

The SMSF Association has commended the ATO for deferring the lodgement date of SMSF annual returns for the 2017 financial year, allowing advisers extra time to make crucial decisions with their clients.

read more