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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.