Industry leaders call for fresh look at annuities
A panel of experts has advocated a review of products addressing longevity risk for older Australians. Behavioural biases and reliance on the age pension are factors to consider.
February 14, 2018
Professionalisation still the goal for SMSF Association chief
The head of the SMSF Association has reiterated his support for a professional SMSF advice industry underpinned by robust education standards.
February 14, 2018
Three ways the royal commission could examine SMSFs
The funds may face scrutiny during the investigation, despite being outside its initial scope.
February 14, 2018
Lift SG to 12 per cent sooner: SMSFA chair
The superannuation guarantee should be lifted to 12 per cent before 2025, the SMSF Association argues.
February 14, 2018
Ralston named new chair at conference
The SMSF Association’s new chair will be Deborah Ralston, a superannuation academic who has been a board member since 2016. She succeeds Andrew Gale.
February 14, 2018
Advisers need more education on handling deaths
A lawyer says financial planners must become more knowledgeable about preparing funds for when a member dies and putting beneficiaries in the best position.
February 14, 2018
A forum for the grand ideas and the fine details
This year’s SMSFA National Conference will focus on the future of superannuation, with a mix of big ideas for policy development and practical guidance about interpreting change.
February 14, 2018
Learn to dodge those post-reform traps
The 2018 SMSFA Association National Conference will give advisers ample information on strategy, practice and regulation. A FASEA update could be the cherry on top.
February 14, 2018
Policy change won’t settle down any time soon
Between the upcoming Productivity Commission report, the recently announced royal commission, and new standards body, expect the law to keep evolving.
February 14, 2018
Don’t let clients enter an SMSF without an exit strategy
Being sure a client is well placed to close their SMSF is an essential part of opening one. An enduring Power of Attorney is just one key detail, a specialist explains.
February 14, 2018
The downsizer rule is the new ‘TRIS’: adviser
A prominent adviser predicts the new rules allowing contributions from the sale of a home will be as useful for older retirees as TTR regulations were for pre-retirees.
February 14, 2018
Downsizer sale adds up for some, not all
To determine whether it makes sense to sell a home and make a downsizer contribution purely to boost super, first compare costs with a reverse mortgage.
February 13, 2018
