Transfer balance cap means there’s more to report

Wednesday, 14 June 2017

Advisers will need to flag new account-based pension reporting requirements with self-managed super fund clients.

Do’s and don’ts of estate planning

Thursday, 8 June 2017
Comprehensive preparation for when a client passes involves far more than simply preparing a will. Here are some pointers for getting it right.

Six key messages from the FPA roadshows

Tuesday, 6 June 2017
The Financial Planning Association is pushing for a single qualifying exam and accountants will be in ASIC’s sights. These were two top take-aways from the FPA national roadshows.

Super needs to be able to help members pay for aged care

Tuesday, 6 June 2017
Superannuation funds need to be able to help members cover the costs of aged care, Peter Murphy writes.

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