Future of SMSF investment strategies must be ‘trustee-driven’
Tony Zhang
Although an SMSF investment strategy is not an advice document, it will need to be tailored and keep trustees front of mind to ensure it is
Although an SMSF investment strategy is not an advice document, it will need to be tailored and keep trustees front of mind to ensure it is
An adviser has hit out at the government’s apparent plans to freeze the increase in the SG, saying such plans amounted to a “secret tax
The indexation of the transfer balance cap (TBC) will spark capital gains tax intricacies, with SMSF advisers encouraged to develop new stra
The Australian Taxation Office (ATO) has warned of the most common errors it wants SMSFs to avoid in the upcoming lodgement of SMSF annual r
Another industry body has joined calls from the AIOFP and AFA for the government’s second royal commission bill to be amended, as the legi
SMSFs planning to enter into a building contract for their properties have been warned of potential clauses that may cause serious contraven
Accountants should play a broader, flexible and expansive role in the future of the SMSF profession, but they are currently being limited by
With divorce rates continuing to rise, a technical specialist has flagged tax traps to avoid during increasingly common scenarios where illi
Pension Boost has confirmed it is originating approximately 10 per cent of its government-run Pension Loans Scheme (PLS) reverse mortgages w
Standing committee chair Tim Wilson has said that people should have the choice to use their superannuation as they see fit in order to prev
The corporate watchdog has acknowledged the overwhelming response from its consultation paper on advice affordability, flagging the next ste
SMSFs that have borrowed from a private company under a limited recourse borrowing arrangement (LRBA) will not suffer adverse tax consequenc
An advice industry body has proposed a number of amendments to royal commission legislation concerning annual renewals, as it seeks cross-be
Accounting firms waiting on ATO guidance around new SMSF auditor independence requirements have been handed an additional resource from a pr
The ATO has launched a new compliance campaign aimed at driving the lodgement of SMSF annual returns as it chases 80,000 late returns.
The government’s proposal to permit commutations for legacy pensions may have benefits, but it is not a cure-all, especially considering t
ATO commissioner Chris Jordan has emphasised the critical role SMSFs have played during the COVID-19 pandemic and the need for a continued s
The head of FASEA has suggested Standard 3 of its Code of Ethics will likely be altered once the authority’s standard-setting powers are p
SMSF advice is already much like the concept of scaled advice and can be the future for the sector, but numerous regulatory guides have mudd
Treasurer Josh Frydenberg has introduced the Your Future, Your Super reform package to Parliament, but the controversial bill has faced oppo
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