Page 8 - Technical Strategy News Today

CountPlus has confirmed the acquisition of the SMSF actuarial provider as it looks to expand its core service delivery to accounting firms and SMSF professionals.

Heffron has launched a new on-demand education program to complement its existing products in the space.

ASIC has banned a Melbourne adviser for six years after he was found to have provided inappropriate advice which left clients superannuation balances "significantly eroded."

Recent legislative measures proposed for legacy pensions will see a new stream of changes that will reshape the strategic pension puzzle, requiring practitioners to navigate different effects that can create complex tax issues for clients

The ATO has made an update on the need for SMSFs to be SuperStream enabled with additional instructions on how to manage release authorities during the new process.

Dixon Advisory is facing a lawsuit that could be the first of many after allegedly providing poor retirement advice for a couples SMSF which left them $900,000 worse off.

The Administrative Appeals Tribunal (AAT) has broadened ASIC’s ban on a wealth director for his involvement in numerous compliance failures at his former dealer group

The ATO has reminded SMSF auditors to be updated with the recent changes to actuarial certificate requirements which will apply for the 2021-22 and later income years.

The Government is looking into a solution to address the recent controversial NALI and NALE ruling which is feared to hit all funds, big and small, with “grossly unfair” outcomes.

HUB24 has confirmed the acquisition of Class as the platform provider looks to cement itself as a market leader in the wealth and SMSF sector.