Articles by Tia Thomas

Retirement

Pressured pre-retirees given new guidance

retirement financial guide

A former financial adviser has launched a guide for pre-retirees facing financial pressure supporting three generations of family.

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Strategy, Superannuation

Trustees to determine access to benefits

trustees benefit payments

An SMSF technical expert has advised trustees to be more involved in benefit payment strategies and not just rely on advisers to determine the required actions.

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Property

Multi-asset bare trusts risk asset liquidation

Multiple asset bare trusts

SMSFs run the risk of having a fully paid property liquidated if a bare trust servicing multiple assets under a limited recourse borrowing arrangement is being used.

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ATO, Superannuation

ATO introduces SMSF rollover alerts

ATO rollover alert

The ATO has added an SMSF alert service to SuperStream that will notify members when a rollover has occurred.

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Cryptocurrency

Cryptocurrency significant appeal real

cryptocurrency appeal

A recent survey has shown the appeal of cryptocurrency is significant, with a good proportion of Australians gravitating toward these types of assets.

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Documentation

Need for BDBN, trust deed consistency

death benefit nominations

SMSF trustees have been advised to ensure death benefit nominations are consistent with trust deeds to avoid being challenged.

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Contributions, Superannuation

Easy fix for contribution eligibility question

superannuation contribution eligibility

At the end of the financial year advisers are asking how much their clients can contribute to superannuation, but that should not be the first issue addressed, according to a technical consultant.

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ATO, Tax

ATO reminds trustees of PAYG obligations

ATO PAYG obligations

The ATO has reminded trustees of the PAYG obligations for members who receive a super benefit payment as the reporting due date closes in.

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Retirement, Superannuation

AIR applauds minimum pension decision

retirees minimum pension

The government’s decision to extend the period of the minimum pension reduction has been endorsed by the Association of Independent Retirees.

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Investments

Research house launches index fund ratings

Zenith index fund ratings

Zenith Investment Partners has launched new rating framework for index funds after it found increased demand for a quality rating solution in the industry.

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