smsf trustees

Policy & Regulation

ATO confirms to IPA conference that it intends reviewing around 11,000 SMSFs....

Superannuation

ASIC denies prescriptive disclosure for SMSFs

ASIC wants investors to be better informed before establishing SMSFs but denies it will pursue prescriptive new disclosure requirements....

Superannuation

Why the $35,000 concessional contributions cap is too low

The Government and the industry will always differ over the concessional cap, but $35,000 is too low, according to Olivia Long. ...

Superannuation

ASIC must deter SMSF property spruikers

There is clearly regulatory concern about the activities of property spruikers as they seek to target SMSFs and, as Mike Taylor writes, a clear message needs to be sent. ...

Superannuation

SMSFs and reserving strategies

Peter Hogan explains some of the issues and obstacles that may be faced when attempting to create reserves in an accumulation-style SMSF. ...

Superannuation

Care needed on superannuation borrowing

DB Lawyers' Bryce Figot warns SMSF trustees to get their own private binding rulings from the ATO. ...

Superannuation

Blame lower caps, not property spruikers

SPAA says lower concessional contribution caps have driven investors to opt for negative gearing outside of super....

Superannuation

SMSF exposure to residential property over-stated

SPAA claims the level of exposure of SMSFs to residential property is being over-stated. ...

Financial planning

Will FOFA give independent advisers a new lease of life?

The Future of Financial Advice regime is slowly settling down. Well, perhaps. With the recent election of a Coalition Government, all bets could be off the table, as Geor...

Superannuation

Heffron launches SIS Act compliance tool for SMSFs

Service provider Heffron rolls out stand-alone investment and insurance compliance tool....

Superannuation

Estate planning - key differences between SMSFs and other super funds

MLC's Peter Hogan outlines the key differences between SMSFs and other superannuation funds from an estate planning perspective. ...

Superannuation

SMSF trustees looking offshore

SMSF trustees are increasingly utilising advanced stock research tools to plan for and manage their retirement portfolio. ...

Superannuation

SMSFs face life insurance law challenges

SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...

Superannuation

SMSF growth could damage sector through poor knowledge

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...