SMSF

Superannuation

SMSF trustees who hold multiple accounts are doing so for more than just insurance....

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Superannuation

A new breed of younger self managed super fund (SMSF) trustees with higher super balances will increasingly take up the option of borrowing to invest in property, accordi...

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Superannuation

Borrowing to purchase within a self managed super fund (SMSF) will become an increasingly popular option for a 'new breed' of younger, higher balance SMSF trustees, accor...

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Superannuation

The Australian Taxation Office (ATO) has recently provided more clarification on borrowing arrangements for SMSFs. Stephen Bone puts into context three major areas of the...

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Superannuation

The in-specie transfers ban announced in Stronger Super will disadvantage self-managed super funds (SMSFs) and expose them to greater costs and risks, according to Hewiso...

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Superannuation

SMSF succession planning requires careful planning and the submission of extensive documentation. Daniel Butler and Nathan Papson explore some of the aspects of this proc...

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Superannuation

The self-funded nature of SMSFs should be reflected in their tax treatment, according to SPAA....

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Financial planning

The ATO has warned of the significant tax implications for people involved in illegal early release super schemes....

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Superannuation

Mike Mitchell outlines the strategy implications a recent ATO Draft Ruling could have for SMSF trustees deciding whether to borrow to buy property in or outside super....

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Superannuation

Institute of Chartered Accountants welcomes Government's SMSF audit changes and moves to cement underpinnings....

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Superannuation

ASFA calls for a graduated approach by the ATO on the basis that not all SMSF trustees are equally active....

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Superannuation

SMSF specialists regard the proposed ban on off-market transfers as a bad element of Stronger Super....

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Superannuation

While recent research into the investment trends of SMSFs indicate that exchange traded funds (ETFs) are growing in popularity, for Graeme Colley, superannuation strategy...

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Superannuation

Law firms welcome the Australian Taxation Office's (ATO's) draft ruling but warn trustees to tread carefully....

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Superannuation

MLC Technical Services has reminded advisers that the ATO's clarification and additional flexibility regarding requirements around borrowing to invest in property within ...

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So we are now underwriting criminal scams?...

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Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

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