Regulatory & technical update

With the FASEA appearance at the Senate Estimate Committee this week, this week's podcast looks at the potential for amendments to Standard 3 of the FASEA Code of Ethics

The news this week has all been about super. With the latest super statistics released from APRA and the ATO, the future of super looks great. But there is still much to be addressed.

The announced changes to super from the 2021/2022 Federal Budget are over 12 months away from taking effect. But what opportunities could they present to clients if enacted? In this week’s podcast we look at this in more detail, with a focus on the increased ability to contribute to super for longer.

This session we will discuss what are the important changes that we should plan for over the balance of the financial year, and what action should to be taken before 1 July, and what can (or should) wait until post 30 June.

With the 2021/22 Federal Budget delivered earlier this week, in today’s BT TechKnow podcast we revisit some of the key themes around aged care, superannuation and measures targeted for women.

Whilst it may be a return to the normal time slot for the Federal Budget in 2021, it may not be a normal Budget.

With the 2021 Federal Budget just around the corner, we sat down with Peter Burgess, Deputy CEO and Director of Policy and Education from the SMSF Association to discuss a number of proposals put forward to Government in the SMSF Association’s pre-budget submission. With a number of proposals equally relevant for the broader super environment, this should be compulsory listening for financial advisers ahead of any announcements next week.

Several temporary Covid-19 social security measures were amended at the end of March. Many have ended, some were adjusted, and we will look at these changes in detail.

This week the Financial Services Counsel released its Financial Advice Green Paper, which has proposed a number of possible reforms to the way advice is delivered to clients, including changes to the best interests duty and documentation requirements. In this week’s podcast, we sit down with Blake Briggs, Deputy CEO of the Financial Services Council to discuss the green paper and these important issues.

With the legislation passed to give effect to the annual consent provisions, and ASIC having released its legislative instruments, many advisers are turning their mind to the question of whether a fixed term agreement is better than an on-going fee arrangement. In this podcast we look at this issue and ask is one approach any better than the other?

As 30 June approaches, in this podcast we discuss end of financial year advice opportunities, particularly those unique to 2020/21.

As we move closer toward the end of the financial year, in this podcast we discuss the ongoing proposed change to the bring-forward rule, plus indexation of contribution caps.

As we move closer toward the end of the financial year, in this podcast we discuss the ongoing proposed change to the bring-forward rule, plus indexation of contribution caps.

Recent exam results from FASEA have shown there are a large number of advisers still to successfully pass the FASEA exam, but there is still time to make it. And given the current environment, the opportunities for providing advice are increasing.

As we celebrate international women’s day this week, in this podcast we highlight the gender gap raised as part of the retirement income review findings.

Annual consent legislation has received Royal Assent and will apply from 1 July 2021. In this podcast, we explore additional issues that aren’t addressed by the legislation for which clarity is needed for successful implementation of these measures.

Annual consent legislation has passed parliament, but with it are measures that focus on the independence of advisers. In this podcast, we discuss these further as well as the indexation of superannuation contribution caps from 1 July 2021.

In a week where the news has been largely focussed on the news -or a lack of news – this week’s podcast looks at the news to report from Federal Parliament

This week’s podcast looks at issues being floated for changes to super as we edge towards the 2021 Federal Budget.

This week’s podcast discusses the confirmation this week that the total super balance and transfer balance caps will increase from 1 July 2021, and the potential changes that may occur in the first sitting of Federal Parliament for 2021.

This week’s podcast looks back at some of the biggest issues that arose during 2020 – technically speaking. We focus on where the bring forward legislation and annual consent is at and key pieces of consultation released by ASIC.

The Retirement Income Review’s aim is to improve understanding of the retirement income system’s operations and the outcomes it is delivering for Australians.

This week’s podcast discusses the announcements around the single disciplinary body and the future of FASEA, as well as an update from this week in Parliament on Royal Commission measures.

This week’s podcast discusses what happened in Parliament this week, and a look at the SG discussion from the Retirement Income Review.