Transfer of loan amounts flagged as vital compliance step for LRBAs
Miranda Brownlee
With greater numbers of SMSFs turning to related-party loans after several banks withdrew from the SMSF lending space, a law firm has stress
Money
Creating and managing wealth for an SMSF client requires specialist understanding of products, markets and investment rules. SMSF Adviser brings you expert insight and high-level strategies so you can ensure the financial success of your SMSF clients.
Creating and managing wealth for an SMSF client requires specialist understanding of products, markets and investment rules. SMSF Adviser brings you expert insight and high-level strategies so you can ensure the financial success of your SMSF clients.
Latest Money
Major SMSF firm flags strategies for franking credit policy
A major SMSF services provider has outlined some possible strategies for SMSFs to consider in response to Labor’s franking credit proposal
Commonly overlooked test flagged with related party rules
SMSF professionals and trustees can often overlook the standard employer sponsor test when looking at the related parties rules on the false
Law firm clarifies confusion over financial assistance prohibition
The application of section 65 of the SIS Act, which refers to the prohibition on providing financial assistance using the resources of an SM
Non-bank SMSF loans causing headaches with audits, financials
In some cases, errors are being made in the loan agreement documents for SMSF related party loans, causing them to fall outside the safe har
SMSFs warned not to jump the gun on franking credit policy
SMSF professionals and their clients have been told not to overreact to the proposed franking credit changes, with Labor still yet to win th
RBA makes cash rate call for April
Following speculation of a potential cut in interest rates this month, the Reserve Bank of Australia has now made its decision on the offici
DomaCom partners with lender to offer SMSF debt facility
Property investment company DomaCom has partnered with loans provider La Trobe Financial to provide SMSF investors with a new credit facilit
Poor conduct with general advice landing SMSFs in risky investments
In a recent research report, ASIC has outlined its concerns about general advice models being used to promote investments in “inherently r
Major bank toughens lending policy for commercial SMSF loans
From the end of this week, one of the major banks will be introducing stricter criteria for SMSF commercial loans including a minimum borrow
SUBSCRIBE TO THE
SMSF ADVISER BULLETIN
Get the latest news and opinions delivered to your inbox each morning
