SMSF

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 ...

Superannuation

If the accountant's exemption is removed when the second tranche of draft Future of Financial Advice (FOFA) legislation is released shortly, it will have positive implica...

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Superannuation

Recommending insurance in a self-managed super fund can be a complicated process. Troy Smith explores the factors involved in placing insurance in a SMSF and answers some...

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Superannuation

SMSF trusteeships represent a logical extension for financial planners, according to WLM Financial director Matthew Walker....

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