Page 12 - Technical Strategy News Today

New analysis has found that the riskiest component for advisers when putting together a client portfolio or retirement plan is valuing a client’s privately owned business, according to a succession planning firm.

A Victorian man who posed as an adviser and stole more than $2.7 million in life savings from relatives and associates through SMSF rollovers has been sentenced to 8 years in jail.

Heffron has recently launched its Super Intensive Day for the 15th year, with a new education program also set to be unveiled at the event.

A range of new regulations for the advice industry has commenced this week, and according to the CEO of a local group, it will have a major impact on the sector.

The Reserve Bank of Australia (RBA) has made a judgment call on the cash rate for October amid a flurry of debate around lending and ever-increasing property prices.

SMSFs with reversionary account-based pensions may factor in different timing treatments from a transfer balance cap perspective against the total super balance (TSB) which can affect strategic outcomes at the start of next financial year, says a technical specialist.

A local advice group CEO has claimed that the FASEA exam is creating “self-doubt” for advisers who have struggled to pass the test.

The ATO has addressed several technical issues which had emerged close to the SuperStream start date that had previously affected the onboarding process for the rollover implementation for SMSFs.

SMSF documents provider LightYear Docs has appointed a new chief sales officer to lead the company’s launch and growth of a new platform ahead of the year.

There is a common perception in the financial services industry that digital advice does not meet the compliance requirements of Australia’s regulators, but this is not the case, says an advice technology provider CEO.