News

Financial Advice, Tax

Two tax agents deregistered

tax agents registration terminated

The Tax Practitioners Board has terminated the registration of two tax agents for dishonest conduct in regard to the veracity of SMSF audits.

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Investments

Market forecast reliance should be limited

Market forecasts

Individuals should not lend too much weight to market forecasts to determine the asset allocations within their investment portfolios.

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Business news

Compliant funds will lose from balance limit

large superannuation balances cap

Placing a cap on SMSFs with large balances would punish funds that have and are operating under government-approved superannuation rules.

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Investments

Right time to rebalance portfolios

rebalance investment portfolio

Individuals should currently be undertaking an investment portfolio rebalance to strengthen their capital protection and lower their overall risk.

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ATO, Financial Advice

Adviser status needs checking

SMSF adviser status

SMSF trustees have been reminded to check the status of any advice provider they use in the establishment and running of their fund.

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ESG, Investments

Vanguard launches global ESG fund

Vanguard global ESG

Vanguard Australia has expand its ESG fund line-up with an actively managed fund that will identify high-quality growth companies around the globe.

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Compliance & Regulation

Regulator bans 250 trustees

SMSF trustees disqualified

More than 160 SMSF trustees were disqualified in the second half of the last financial year, with over 250 disqualified across the whole year.

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ATO

Few complaints over ATO actions

SMSF complaints ATO

SMSF complaints to the Tax Ombudsman complaints service regarding actions brought against them by the ATO are considerably low.

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Retirement

Retirees concerned about economic conditions

retirees economic challenges

The challenges associated with the current economic environment is causing most concern among retirees and SMSF trustees.

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Business news

Downsizer age reduction closer

Downsizer qualification age

The bill containing the measure to reduce the qualification age for downsizer contributions is one step closer to being passed into law.

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