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Our Statement of Advice service to end March 2020

There is something magical about writing announcements for new features and unveiling them to an eager audience. Who doesn’t like making their customers happy? But sometimes we have to write for the opposite reason, when a feature needs to be removed or a service...

What’s on the horizon for superannuation and retirement?

  A green paper entitled Options for an Improved and Integrated System of Retirement has been released by the Actuaries Institute. The paper states that the current disparate Age Pension, aged care and superannuation system creates uncertainty and causes many retirees...

Applying Fintech to actuarial certificates

*Originally featured in the July edition of the BGL Bytes newsletter BGL partner A.S.A.P. Actuarial have drawn on their experience in the digital advice space to apply ‘Fintech’ thinking to actuarial certificates. Their CEO and actuary Jim Hennington explains what...

Navigate the new ECPI rules with A.S.A.P.

The ATO have added a substantial level of complexity to the calculation of exempt current pension income for SMSFs. This article covers the new changes to segregation, the disregarded small fund asset rules, transition to retirement income streams and walks you...

ATO’s robo-advice update cops backlash

Miranda Brownlee, SMSF Adviser. Last week, the ATO released an update on robo-advice which contained some inaccurate information about how robo-advice tools should be used. The update spurred some sensationalised media articles. The ATO has since retracted its...

Setting up an SMSF without advice is trouble

James Gerrard, The Australian.  There is an ocean of SMSF set-up providers who offer differing levels of service. The question is whether you should stick with your usual accountant or do you go down the path of a low-cost online SMSF set-up provider. Self-directed...