SMSF

Superannuation

SMSFs included in proposed superannuation forum

SMSF representative bodies will be included in a forum being convened in an effort to create a common approach to superannuation policy in Australia. ...

Financial planning

SMSF adviser revenue climbs as more planners specialise

Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...

Superannuation

ATO SMSF compliance agenda makes advice essential

SPAA argues that this year’s ATO compliance focus makes getting appropriate advice even more essential....

Superannuation

Parliamentary failure limits ATO’s SMSF options

The ATO’s options in dealing with recalcitrant SMSF trustees are still limited, according to Aaron Dunn. ...

Superannuation

SMSF members getting younger

SMSF investors are getting younger, according to new data contained in a study undertaken via Macquarie Bank and the SMSF Professionals' Association of Australia....

Superannuation

Industry super funds face off against SMSFs

Industry super funds appear to be making desperate attempts to retain those members most likely to break away and set up a self-managed super fund, as Damon Taylor report...

Superannuation

A checklist for advisers taking on clients with SMSFs

AMP’s Philip La Greca provides a checklist for taking on an existing SMSF client....

Superannuation

ATO points to RBS and SAR changes

The Australian Taxation Office has sought to make SMSF trustees aware of changes to reporting arrangements which came into effect from 1 July, this year....

Superannuation

SMSF bereaved may be hit hard by $100,000 limit

Those hardest hit by the $100,000 limit on the pension income tax exemption may well be those left behind after the death of an SMSF pensioner, according to Bryce Figot a...

Superannuation

Slattery appointed to SPAA board

The Board of the SMSF Professionals' Association of Australia (SPAA) has returned its founder and chief executive Andrea Slattery to the body for the second time citing g...

Financial planning

Government cuts related party transactions from SMSF bill

Self-managed superannuation fund (SMSF) associations are celebrating another win after the Federal Government quietly removed proposals to restrict related party transact...

Financial planning

MFAA details SMSF lending program

The Mortgage and Finance Association of Australia (MFAA) has provided further details on its self-managed superannuation fund (SMSF) lending training program for credit a...