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Joe Longo’s Exits ASIC Exit, SMSF Risks, DIV296 Delays and Aged Pension Asset Test Debate
Manage episode 511853917 series 3675132
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#8. Co-hosts Neil Benson and Sarah Penn discuss the latest news and events affecting Australia's superannuation sector, including:
- Joe Longo is stepping down as chair of ASIC
- Macquarie Investment Management offers compensation to SMSF trustees who invested in Shield through its wrap platform
- The role of superannuation trustees in determining which investments are available to members and whether SMSF trustees should require a qualification
- The role of the Compensation Scheme of Last Resort in compensating clients of failed advisors
- Delays to Div296 legislation and the principal of taxing unrealised capital gains
- IFM Investments to close their private equity unit despite its track record of successful investments in growing mid-market Australian businesses
- Chant West, in collaboration with Bec Wilson, announces six funds have received their inaugural Epic Retirement Tick
- Will superannuation achieve its goal of relieving the burden on taxpayers to support Aged Pensions?
RESOURCES
- IFM Investors exits Australian PE strategy | Financial Standard
- The Epic Retirement Tick - Bec Wilson
- Government considers scrapping controversial aspects of Div 296 super tax | Accounting Times
- Macquarie admits Shield failings, will pay members $321m - ifa
- ASIC chair Joe Longo to step down in 2026 — Capital Brief
CONTACT THE HOSTS
Neil Benson on LinkedIn: https://www.linkedin.com/in/neilbenson/
Sarah Penn on LinkedIn: https://www.linkedin.com/in/sarahpennau/
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