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Legal framework still unsure around SMSFs advice rules
Keeli Cambourne
The Australian Law Reform Commission has raised concerns about how SMSFs navigate the issue of financial product and advice in its latest ba
The Australian Law Reform Commission has raised concerns about how SMSFs navigate the issue of financial product and advice in its latest ba
A leading SMSF adviser has warned of a “quirk” in the unclaimed super process that could end up costing members a contribution excess or
In the life cycle of an SMSF, the time may come to wind it up. Over recent financial years, on average, around 15,000 SMSFs are wound up eac
The younger generations are accustomed to getting things quickly but it’s time to educate them that good things come to those who wait, sa
Rising interest rates have not dampened the appetite for SMSF loans, says a major lender in the sector.
The ATO is reminding SMSFs that for the 2023–24 financial year the 50 per cent reduction in the minimum pension drawdown rate will no long
Treasury has suspended the planned expansion of consumer data rights for the superannuation sector and will not review its decision until th
Consider this important question: an SMSF member is married to a second spouse. The member and his second spouse are the two trustees of the
Jo Hurley’s passion for SMSFs is personal.
Advisers need to adhere to the KYC (Know Your Client) mantra in light of a rash of court cases in relation to lost trust deeds.
Self-managed funds are being warned to check out the fine print before taking out or refinancing a loan as there may be exit fees that wipe
Just three months ago, there were warnings that one in five SMSF trustees would be facing huge penalties for not registering for the Governm
Trustees who do not comply with an authority to release non-concessional contributions could face fines of up to $5,500 warned an SMSF techn
There is now more flexibility for SMSF members with market-linked pensions whose balances exceed the transfer balance cap with better tax ou
Trustees investing in a unit trust have to ensure they meet the in-house asset test each year said a leading SMSF adviser.
Self-funded retirees are the hardest hit by the increasing rise in inflation and cost-of-living according to the latest research from Associ
The proposed $3 million super tax is highlighting the problems that already existed in the SMSF industry and how it deals with illiquid and
A question in a newspaper forum on retirement advice has sparked a furore and the follow-up media attention is creating a false narrative ab
Opportunities for advisers in the SMSF sector continue to grow, according to statistics from a leading data insights company.
The ATO is in the process of writing to SMSFs with debts on hold greater than $10 that may be affected by offsetting.
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