News

Retirement

Women lacking retirement surety

women, confidence, Colonial First State, comfortable lifestyle, retirement, retirement savings, superannuation, financial advice, Kelly Power, contributions

Research commissioned by a major financial institution has found women are lacking in confidence with regard to aspects of their retirement.

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Pensions

Cap-free reserve allocation unlikely

The allocation of reserves associated with a legacy pension recipient who has died will only be contribution cap-free in very rare circumstances.

The allocation of reserves associated with a legacy pension recipient who has died will only be contribution cap-free in very rare circumstances.

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Documentation, In-house assets

Loan evidence can refute early-access claim

The intention behind a loan to a related party by an SMSF is central in defending against any claims the fund allowed the illegal early access to take place.

The intention behind a loan to a related party by an SMSF is central in defending against any claims the fund allowed the illegal early access to take place.

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LRBA

LRBA and release conditions warning

The combination of certain conditions of release and an LRBA may close off an SMSF to future contributions.

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ETFs, Investments

Two new ETFs from Vanguard

Australians can expand their investment portfolio with two new diversified Exchange Traded funds [ETF] launched by global fund manager Vanguard.

Vanguard has introduced two new ETFs to the ASX catering separately for growth-minded and income-focused investors.

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ATO, Compliance

ATO correspondence often ignored

The regulator has noticed a disturbing trend whereby SMSF trustees are ignoring critical pieces of correspondence relating to compliance breaches.

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financial advice, SMSF, Superannuation

Large-fund discontent works for SMSFs

SMSFs and advisers who service them are set to benefit from the growing dissatisfaction members of public offer super funds are openly expressing.

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NALI/NALE, Retirement

Pension-phase advice fees a NALE danger

An SMSF in pension phase can still breach the NALE rules if its members pick up the tab for advice fees that should be paid for by the fund.

An SMSF in pension phase can still breach the NALE rules if its members pick up the tab for advice fees that should be paid for by the fund.

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Business News, ETFs, Investments

JP Morgan unveils ETF guide

A quarterly publication dedicated to Australian investors of Exchange Traded Funds [ETF]s was released today as educational guidance.

A global asset manager seeking to educate advisers and investors about ETFs has issued a new guide on the sector and its workings.

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Administration, financial advice, SMSFA, Tax

ATO information access essential

ATO, SMSF Association, client data, SMSF administrators, client information, Treasury, review of the tax regulator secrecy exceptions, qualified tax relevant providers, tax (financial) advice, superannuation

The SMSF Association has urged the government to give advisers and administrators access to client data held by the ATO, given the law obligates them to operate with correct information.

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