ATO

Superannuation

New processes for rollovers are proof the superannuation industry can govern itself in many areas where the Government has imposed red tape, according to Link Group....

Policy & Regulation

ATO chided for SMSF-centric draft determination

ATO’s approach to the segregation of pension assets aimed at SMSFs, despite implications for large APRA-regulated funds....

Superannuation

SPAA welcomes ATO praise

SPAA has welcomed ASIC Commissioner Greg Tanzer’s acknowledgement of the important role advisers play in the SMSF sector....

Financial planning

Concern at undisclosed planner payments

Count Financial’s David Lane expresses concern at the undisclosed nature of payments used to lure planners....

Superannuation

SMSFs face life insurance law challenges

SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...

Superannuation

Mercer calls for super contribution caps to be rolled over

Mercer proposes unused contributions should be credited to following years to boost voluntary super investments....

Superannuation

Are reversionary pensions still worthwhile?

Daniel Butler from DBA Lawyers lists pros and cons of auto-reversionary pensions. ...

Superannuation

Direct property added to SMSF platform

SMSF administration platform provider, Xpress Super has added a direct property option to its offering. ...

Financial planning

Financial Synergy releases upgraded Acurity

Financial Synergy has released the latest version of its Acurity platform, including what it says are the most up-to-date SuperStream rollover messaging formats. ...

Editorial

Financial planners in limbo until after Federal Election

Financial planner recruitment and migration within the financial services industry is virtually on hold until after the 7 September Federal Election....

Superannuation

Call for lifetime super caps

The adoption of lifetime super caps represent a necessary prerequisite for any future Government move to encourage income streams. ...

Superannuation

Superannuation director rules you need to know

If you have advised that superannuation is tax deductible to your director-client and they do not have in place whatever their rules require, your advice will have been w...

Superannuation

SMSF growth could damage sector through poor knowledge

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...