Changes in the regulation and treatment of cap breaches have presented a potential opportunity for trustees to get more money into their SMSFs. Zoe Fielding reports.

Recent rulings from the ATO have created confusing and conflicting positions on zero interest loans for SMSFs, marking a potential end of the arrangements as an effective strategy for acquiring assets under related-party loans.

As well as new product offerings, we also continue to focus on and improve the functionality and services that are important to advisers and their clients, like an efficient year end – across BT Wrap and Asgard we have delivered over 90 per cent of tax statements by the end of September.

The new SuperStream requirements present a significant change to how SMSFs operate. Zoe Fielding takes a look at the effect they will have along with some other significant legislative changes trustees will have to address.

The threat of unlicensed property marketers has some industry experts calling for a legislative update to better protect this area. But while the hysteria around property spruiking persists, the number of actual cases has been blown out of proportion, writes Krystine Lumanta.

This month, ASIC’s SMSF taskforce is expected to issue a class order and regulatory guidance on new SMSF disclosure requirements. But after a period of consultation, the industry believes a more considered approach to the proposals and cost guidance must be taken, Krystine Lumanta writes.

Including one’s children in an SMSF can be a very effective plan on many fronts. Darin Tyson-Chan examines the reasons to consider this strategy, but also the pitfalls that can be involved.

This year saw the introduction of a series of SMSF awards to recognise the top service providers in the sector. Krystine Lumanta and Zoe Fielding report on the winners in each category and the key factors driving their success.

A long track record and proven experience can be a considerable advantage when it comes to managing money. The winner in the Australian share fund category of the CoreData SMSF Awards, Perpetual Investments, benefits from its history.