ASFA
Superannuation
The amount needed for retirees to fund their post-work lifestyle continues to increase, albeit slowly, according to the Association of Superannuation Funds of Australia R...
Financial planning
ASFA has backed moves by the Government to make directors of 'phoenix' companies personally liable for any unpaid superannuation contributions....
Editorial
Claudine Siou investigates some superannuation benchmarks that will help ensure clients enjoy a comfortable retirement....
Policy & Regulation
Superannuation fund trustees have urged the Government to provide more time and certainty for the transition to a Stronger Super and FOFA regime....
Editorial
The sole purpose test has governed the operations of Australian superannuation funds for nearly two decades but, as Mike Taylor reports, it may require some reinterpretat...
Financial planning
The Government's recent Stronger Super announcement states it will be phasing out the option to hold 'own occupation' Total and Permanent Disability (TPD) insurance polic...
Financial planning
The Australian Securities and Investments Commission (ASIC) believes the liability for scaled online financial advice should fall on a financial planner, but a lack of sp...
Financial planning
ASIC has been told its class order relief on intra-fund advice might have been better used if it had been available to related entities....
Superannuation
ASFA calls for a graduated approach by the ATO on the basis that not all SMSF trustees are equally active....
Financial planning
ASFA urges better clarity on FOFA legislation to ensure planners are not exposed to vexatious litigation over scaled advice and best interests....
Financial planning
The Government's excess contributions refund policy has been welcomed by ASFA, but the industry organisation maintains that cutting the concessional contributions cap rem...
Superannuation
ASFA warns that even SMSFs may be impacted by a draft ruling on superannuation income streams issued by the ATO....
Financial planning
The Australian Taxation Office has been told its draft ruling on superannuation income streams has erred with common practice and legislative intent....
Superannuation
The Association of Superannuation Funds of Australia celebrates the anniversary of the superannuation guarantee, with research suggesting the super savings pool helped Au...
Financial planning
ASFA has sought higher levels of deductibility with respect to own occupation TPD obtained within superannuation....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...