CGT relief issues ‘confuse and bamboozle’
Capital gains tax concessions become extremely tricky when you reach the part about whether assets are to be segregated or proportionate, a tax adviser warns.
February 15, 2018
When compliance detracts from good advice
Advisers who are driven by ticking boxes on regulations often won’t end up with the best outcome for their client, a financial services lawyer warns.
February 15, 2018
Mind the ‘quirks’ of LRBA loans, providers: adviser
Limited recourse borrowing arrangements vary greatly in their makeup, says an adviser specialising in SMSF property purchases. Look closely – and beware.
February 15, 2018
SMSF Association head launches Centre of Excellence
The organisation’s new facility will attempt to provide the government with a ‘single source of truth’ on retirement, chief executive John Maroney says.
February 15, 2018
FASEA chief busts myths in adviser address
Standards authority head Deen Sanders has used a rare public address to kill a few myths floating around about the board and its education guidance.
February 15, 2018
Highlights from the SMSF Association National Conference
Some of the top speakers and sessions from days one and two of the SMSF Association National Conference in Sydney.
February 15, 2018
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
