News

ATO, Tax

Acting on Bendel case unwise

Unpaid present entitlement, UPE, Bendel, Shelley Banton, ATO, auditor,

SMSF trustees have been told to resist acting on a recent court decision with regard to an unpaid present entitlement from a unit trust.

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Pensions

Legacy pension exit may need two steps

Five-year legacy pension amnesty, Accurium, SMSF education, Mark Ellem,

Commuting certain income streams under the five-year legacy pension amnesty will have to be performed using more than one action.

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Contributions, Strategy, Superannuation

TBC rise could unlock NCC bring forward use

transfer balance cap, TBC, SuperGuardian, Tim Miller, Education, SMSF,

A NCC bring forward strategy bogged down by total super balance limits may be unlocked when the general transfer balance cap is indexed on 1 July.

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ETFs, Investments

VanEck unveils RMBS and India ETFs

Exchange Traded Funds, ETF, VanEck, Australian Securities Exchange, ASX, RMBS, Arian Neiron, GRIN

VanEck has released two new ETFs offering access to the residential mortgage-backed security market and high performing India stocks.

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Compliance, Trusts

Trustee duties go beyond the deed

SMSF trustees must keep in mind the SIS Act dictates their responsibilities in running a fund go beyond those contained in the trust deed.

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SuperStream

SuperStream not default option in separations

SuperStream may not be the default rollover option for SMSF trustees who are separating with regulations and family law orders playing a role in how different assets will move.

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ETFs, Investments

SMSF trading offering launched

A global online trading platform has expanded its Australian services to include SMSF investors, offering zero cost on fees and specific trades.

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Retirement

Inflation concerning pre-retirees the most

The rising cost of living is having a significant effect on Australians approaching retirement, heightening worries over outliving their savings.

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Retirement, SMSF, Superannuation

Benefit types important for TRIS

TRIS, unrestricted non-preserved benefits, Institute of Financial Professionals Australia, IFPA, Natasha Panagis, IFPA 2025 Conference and Expo,

The make-up of an SMSF member’s benefits should be taken into account before starting a TRIS to achieve the optimal outcome from the action.

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ATO, SMSF, SuperStream

Dispute intervention not an ATO role

There should be no expectation among SMSF trustees that the ATO will have any involvement in member disputes except in specific circumstances.

There should be no expectation among SMSF trustees that the ATO will have any involvement in member disputes except in specific circumstances.

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