trustee

Superannuation

SMSF trustees need appropriate tax treatment

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

Life/Risk

Macquarie welcomes clarity around insurance in superannuation

Macquarie Adviser Services has welcomed recently issued income tax regulations that clarify the extent to which super fund trustees can claim tax deductions for life and ...

Editorial

Financial planning and retirement - the need for a new approach

Financial planners need to develop new business models that take into account the two phases of retirement - active and elderly, according to Phil Galagher....

Financial planning

Financial planners must highlight claim-time help

Key differences between group and retail risk insurance arrangements make it imperative that financial planners sell not only the value of their initial advice but the im...

Editorial

Industry versus retail superannuation: A tale of two policies

Col Fullagar takes a look at two income protection policies - one is offered by an industry superannuation fund, while the other comes from a retail fund. While the premi...

Financial planning

Intra-fund advice class order hardly used

ASIC has been told its class order relief on intra-fund advice might have been better used if it had been available to related entities....

Superannuation

Not all SMSF trustees equal

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

Superannuation

Blended families, estate planning and SMSFs

Blended families often have unique circumstances, which could make the process involving their superannuation death benefit payment even more complex. Ian Glenister provi...

Superannuation

Superannuation and tax

There are many rules and requirements around claiming a tax deduction for a personal superannuation contribution. The process certainly requires some careful planning. An...

Superannuation

Make superannuation fund boards more transparent

Superannuation funds should be subject to the same corporate governance requirements as publicly listed companies....

Financial planning

Six-year APRA ban for Trio director

Former Trio director Keith Finkelde has entered into an enforceable undertaking with APRA that will see him barred from acting as the trustee of an APRA-regulated super e...

Superannuation

First State Super denies inappropriate arrangement

First State Super has denied reports death and disability insurance arrangements were inappropriate or uncompetitive....

Superannuation

More scrutiny directed at industry superannuation funds

New allegations surrounding an industry superannuation fund seem likely to generate calls for further regulatory scrutiny....

Superannuation

Structuring insurance inside SMSFs

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...