All majors exit SMSF residential lending
Annie Kane
The last major bank to operate in the SMSF lending space for residential properties has announced it will withdraw its SMSF loan product fro
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Get to know the latest news and updates in the self-managed super fund (SMSF) sector with SMSF Adviser’s News category.
Get to know the latest news and updates in the self-managed super fund (SMSF) sector with SMSF Adviser’s News category.
Latest News
Dealer group boss, director of SMSF firm set for Federal Court
ASIC has commenced civil penalty action in the Federal Court against the former director of a licensee and SMSF firm based on allegations th
Industry super fund cops heat over insurance clauses
An industry super fund has faced questioning by the royal commission in regards to how certain clauses in its insurance policy relating to e
Holes in guidance leaves ECPI open to manipulation
A lack of guidance around how distributions from managed investments and unlisted unit trusts should be treated under the new exempt current
Non-lodgements continue to drop following ATO crackdown
A more lenient approach by the ATO towards late lodgers who are actively rectifying their overdue SMSF returns has helped bring down the rat
Monthly TBAR reporting ‘inevitable’ as clashes crop up
Greater numbers of SMSF service providers are expected to make the move to monthly events-based reporting, with a clash in reporting timefra
SMSFs trump APRA funds on returns for FY18
The SMSF sector outperformed MySuper products in the 2018 financial year, with the average return before fees and tax around 10.5 per cent f
‘Major CGT issue’ surfacing in 2017-18 returns
SMSFs have been reminded to keep track of any capital gains that were deferred under the transitional CGT relief with one audit firm already
Lump sum payments continue to climb under super reforms
The ratio of lump sum payments to pension payments continued to grow in the June quarter, with SMSFs adopting new strategies for the transfe
Ex Westpac adviser loses appeal in SMSF advice case
The Administrative Appeals Tribunal (AAT) has upheld the decision of ASIC to ban a former financial adviser for three years in relation to a
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In this month's issue:
- Time wrap
- The tech bull run
- From hobby to passion
- Golden Years
- An untimely reminder
- Why change is so difficult
- Key Strategies for equalising super