New research underway for SMSFs on investment returns
Tony Zhang
The SMSF Association has embarked on a first-of-its-kind research to measure and gain further insights on the investment performance of the
The SMSF Association has embarked on a first-of-its-kind research to measure and gain further insights on the investment performance of the
The Intergenerational Report has highlighted the importance of building a strong superannuation system, as an increasing proportion of retir
The ATO has flagged that some SMSFs may have PAYG withholding obligations when paying retirement pension income streams to members.
With a variety of super changes on the way, advisers can make sure to stay on top of the impacts on SMSFs’ income streams and ensure optim
With the government recently releasing its draft legislation on changes to ECPI, the measures in providing “choice” when it comes to cal
The government has made an extension on the temporary reduction in superannuation minimum drawdown rates.
The federal budget legacy pensions changes offer a welcome relief for SMSFs dealing with legacy pensions, but the measure to tax “reserves
With the impacts of the transfer balance coming into effect, SMSFs will need to understand its effects on the frequency of reporting for the
On 21 May 2021, Treasury released exposure draft legislation to implement previously announced measures in the May 2019 federal budget to st
The government has released the long-awaited draft legislation for the proposed changes to how SMSFs claim exempt current pension income (EC
The use of “averages” in retirement planning is quite common, but it can be problematic for advisers when trying to plan for risk uncert
New changes to the Pension Loans Scheme can level the playing field for seniors, providing greater access for retirement mortgage solutions,
While proposed changes to the legacy pensions will create more simplified arrangements for SMSFs, there are still uncertain implications whe
Older Australians in SMSFs will be able to contribute earnings or savings directly into superannuation funds with the repeal of the work tes
The upcoming federal budget could see a possible reduction in complexities of superannuation caps and thresholds along with broader super me
While last year’s budget left SMSFs relatively unscathed, this year’s budget can be a good start to addressing some of the much-needed c
A recent survey has revealed a majority of SMSF practitioners are against the proposed ECPI changes slated to come at the start of the next
New research has found that Australians are burning out their super savings, making a strong argument for the need to raise the super guaran
Newly released SMSF statistics are showing how the sector is changing over time, with figures indicating a shake-up when it comes to the pat
The government’s Retirement Income Review has greatly overestimated the likely retirement income delivered to workers in its modelling if
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