Articles by Tia Thomas

Superannuation

Off-the-shelf trust deeds creating disputes

trust deeds disputes

SMSF trustees are advised to closely consider the use of off-the-shelf trust deeds as poorly written documents are at the centre of many legal disputes.

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ATO

ATO releases SMSF establishment guide

ATO SMSF

The ATO has released a detailed guide for individuals interested in establishing an SMSF, pointing out the importance of professional advice in the process.

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Business News, ETFs

Crypto funds, education centre announced

ETF Securities 21Shares

A new education centre aimed at helping investors understand cryptocurrencies is part of a new partnership between ETF Securities and ETP provider 21Shares.

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ATO

ATO raises alert over SMSF scams

ATO SMSFs scams

The ATO has warned individuals to remain vigilant following an increase in cold-calling scams focused around SMSFs.

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ASIC

ASIC launches six cases against Westpac

ASIC Westpac penalty

ASIC has launched six civil penalty proceedings against Westpac following an investigation that allegedly found clients were wrongly charged, even while deceased.

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Insurance, Investments

Insurance key part of investment strategy

SMSF insurance strategy

SMSF trustees must remember the provision of insurance via their fund is covered by the investment strategy and must carry appropriate reasoning.

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ATO

ATO seeks input on extended rent relief

ATO relief trustees

The ATO has encouraged trustees and advisers to provide input on plans to extend COVID-19 rent relief measures where a fund has been providing rent relief to tenants.

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Superannuation

State can act for trustee without capacity

SMSF trustee capacity

A member who has lost capacity within a corporate trustee SMSF may be able to have the state represent them.

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Superannuation

Don’t drain all funds post terminal diagnosis

SMSF terminal illness

SMSF trustees diagnosed with a terminal illness should not empty their member balance as retaining some funds is necessary to ensure insurance benefits can be paid.

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Financial Planning, Superannuation

COVID relief needs specialist advice

SMSF specialist advice

Specialist advice is needed for SMSFs to navigate the impact and extension of the COVID-19 relief measures, according to the SMSF Association.

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