SIS Act key to investment strategy compliance
Sarah Kendell
Accountants looking to stay on the right side of the regulators when it comes to their SMSF clients’ investment strategy should be more co
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ATO letter campaign around SG obligations set to debut
A new ATO letter campaign to employer clients reminding them of their superannuation guarantee obligations will soon be underway.
Sarah Kendell
Gold and silver in your SMSF — an auditor’s perspective
The inclusion of gold or silver in an SMSF’s portfolio sets in train a series of questions for the auditor. No trustee wants a last-minute
ASIC flags concerns with inappropriate SMSF set-up
ASIC has expressed concern that a growing number of investors are setting up SMSFs when they are inappropriate for their circumstances, with
LRBA criticism overblown
The idea that limited recourse borrowing through SMSFs is contributing to speculative residential property investment is overblown, given th
SuperConcepts restructure sees closer AMP ties
SMSF service provider SuperConcepts will retain a closer relationship with parent company AMP following a restructure announced on Thursday.
FASEA provides update on exam dates and venues
The Financial Adviser Standards and Ethics Authority has revealed dates and venues for the adviser exam for both February and April next yea
ATO confirms online TSB updates
The ATO has confirmed that a number of updates will take place around the display of total super balances for members through its online ser
Limited licensing driving accounting firm acquisitions
Licensing restrictions around accountants giving SMSF advice are driving more accounting firms to consider the sale of their business to fin
Tax agent appointment useful for late-lodging SMSFs
SMSFs that may be in danger of falling foul of the ATO’s new late lodgement rules for annual returns, and do not currently use a tax agent
Sarah Kendell
SMSF investment strategies –– are they a financial product?
Many advisers do not foresee the potential flow-on legal consequences from merely providing an investment strategy template to an SMSF clien
SMSFs should consider small caps allocations
SMSF investors would do well to consider a small caps allocation to boost growth in their equities portfolio, given the sluggish earnings ou
IPA warns SG amnesty could be blocked by opposition
The Institute of Public Accountants has warned that the government’s proposed super guarantee amnesty could still be blocked by the opposi
SMSF professionals at risk from investment strategy advice
SMSF professionals could put themselves at risk if they provide any type of advice around a trustee’s investment strategy without a licenc
ATO unveils SMSF annual return changes
The ATO has released a number of new labels within its SMSF annual return forms, and will be contacting those who have already completed a r
SMSF numbers triple in 20 years
SMSF numbers have tripled over the past two decades and assets held within them now represent a third of Australia’s total superannuation
‘Get started now’: Practitioners cautioned on short SG amnesty window
Accountants have been urged to start speaking to their clients about the proposed SG amnesty, with one mid-tier partner warning of the short
Accountants given transitional relief on general NALI expenses
The ATO has confirmed it will not enforce new rules around trustees providing accounting and other services to their own SMSF until the 2021
Wording key to reversionary pension nominations
SMSF members seeking to make their non-reversionary pension reversionary have several different options at their disposal, but must ensure d
Bowerman succeeds Ralston as SMSFA chair
The SMSF Association has announced its vice-chair will be elevated to the position of chair, following Deborah Ralston’s resignation from
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