Investment strategy documentation poor among SMSFs
Too many SMSF professionals are not giving enough focus on their client’s investment strategy for fear of breaching licensing provisions
SMSF Association policy head resigns
The SMSF Association (SMSFA) has announced the resignation of its long-serving head of policy, Jordan George.
ATO clarifies downsizer guidelines as contributions rise
The ATO has clarified the guidelines around making downsizer contributions to superannuation, noting the measures have been popular among fe
Practical issues with SMSF death benefits still causing confusion
While most SMSF professionals are across the basic rules around superannuation death benefits, there are a number of practical aspects which
SMSFs told to hold fire on TSB double counting issue
Following discussions with the ATO, a technical expert has said SMSF trustees impacted by the double counting issue with the total superann
Valuations key to avoiding NALI restrictions
SMSF trustees may find properties within their fund caught under changes to non-arm’s length income rules if the property is involved in a
Double counting issue with pensions ‘taking many by surprise’
Transitional arrangements which were in place when the total superannuation balance was first introduced have caused some pensions to be dou
Government lobbied on SMSF carveout for vacant land tax bill
The government has been urged to extend the carve-out for APRA-regulated funds under its vacant land tax measures to SMSFs also, with the re
Bryce Figot
Reversionary pension v BDBN: Which one wins?
Bob Locke
Beyond the contribution caps
Rebecca Oakes
Strategies for maximising ECPI
Michael Harkin
Avoiding conflicts with BDBNs and reversionary pensions
SUBSCRIBE TO THE
SMSF ADVISER BULLETIN
Get the latest news and opinions delivered to your inbox each morning
