News

Regulation

TRIS treatment causing most angst

The September quarter round-up from BT Advice Technical showed most adviser queries during the three-month period centred on the treatment of transition-to-retirement income streams (TRIS).

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Retirement

Right retirement spending balance needed

The partner of a mid-tier accounting firm has warned retirees to find the right level of spending behaviour so as not run out of savings, but also not to live poor and die rich.

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Business News

BT Panorama reports $7.3b in FUA

BT Financial Group (BTFG) today announced funds under administration (FUA) on its BT Panorama platform rose by 147 per cent from $2.7 billion to $6.7 billion in the 12 months to September 2017.

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Insurance

BGL teams up with life insurer

Superannuation and corporate compliance specialist software provider BGL has formed a partnership with Australian Group Insurances (AGI) that will allow users of Simple Fund 360 to perform a review of and obtain quotes for the life insurance needs of SMSF members.

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Accounting

$1.6m measure tests scope of advice

Person tightrope walking over body of water.

Accountants getting the scope of advice right, particularly in relation to the specific issue of the choices around a $1.6 million transfer balance cap excess, has become a key area of inquiry, according to two industry executives.

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Superannuation

Government widens downsizer definition

The federal government has moved to further incentivise retirees to downsize their home through including the former home in its new downsizer contributions rules, meaning many more adviser clients over 65 could be eligible to make additional contributions to superannuation, according to IOOF.

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Superannuation

Using spousal contributions and contribution splitting

There are a few different ways individuals can contribute money into superannuation for the benefit of their spouse. Taking advantage of these contribution options can help spouses achieve parity in relation to their respective super account balances over time and provide increased flexibility in relation to managing the transfer balance cap.

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Direct Property

Charter Hall unveils multi-sector fund

Specialist property fund manager Charter Hall has launched a fund incorporating a multi-sector approach through investing in direct property assets with tenants that are producers and distributors of consumer staples.

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Business News

New way forward for deregistered trustee scenario

A recent New South Wales Supreme Court decision has established a new course of action for SMSFs with a corporate trustee that has been deregistered.

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Accounting

Accountants name SOA as top struggle

Accountants authorised to provide financial advice to the SMSF market have revealed producing statements of advice (SOA) was their biggest challenge, according to industry research.

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