Superannuation
Sole purpose test needs overhaul
Clarity is needed around the sole purpose test for super funds which want guidance on how not to break the rules. Elizabeth Fry writes.
Elizabeth FryMarch 15, 2019
AIST
Featured Homepage Posts
‘It’s the SMSF segment’s turn’ for more regulatory scrutiny
The head of a representative body for APRA-regulated funds has told SMSF advisers it’s the self-directed superannuant industry’s turn to endure the attention of regulators.
Matthew SmithFebruary 20, 2019
SMSF
APRA funds take note: married couples like SMSFs
Almost 90 per cent of the 1.1 million ATO-regulated self-managed super funds are set up by married couples who have pooled their assets, something APRA-regulated funds don’t allow.
Matthew SmithFebruary 19, 2019
Superannuation
Funds slam PC’s ‘best in show’ double-down
Super industry bodies cite concerns about how top products are selected and restrictions on competition as Productivity Commission tables final report.
Alice UribeJanuary 10, 2019
Uncategorized
The Opposition on FoFA
On June 10, Professional Planner hosted a roundtable featuring the Shadow Treasurer, the Shadow Minister for Financial Services and Superannuation, and leading industry figures. The discussion ranged across a number of topics, in including the Opposition’s stance on aspects of the Futute of Financial Advice reforms. This is an edited transcript of the event. A longer version appears in the July 2011 edition of Professional Planner magazine.
Simon HoyleJuly 4, 2011
Uncategorized
Hands off super
The Australian Institute of Superannuation Trustees (AIST) has warned against raising the preservation age for superannuation, in the wake of the Government’s Budget decision to lift the retire¬ment age to 67.
Professional PlannerJune 2, 2009