Articles by Tia Thomas

Financial Planning

Joint effort needed to make advice accessible

financial advice accessible

A group of industry leaders has presented the case for a collaborative effort to reduce the barriers to advice for consumers.

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ETFs

Perpetual releases global shares active ETF

Perpetual global shares ETF

Perpetual Asset Management Australia has launched a long-term growth focused active ETF drawing on specialist inhouse expertise.

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ATO

New SMSFs should be prepared for ATO scrutiny

ATO SMSF

The ATO has increased the number of random checks it is making on newly registered SMSF trustees and members have been advised to prepare early.

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ATO

SAR won’t update six-member details

SMSF annual return ATO

The SMSF annual return will not fulfil a fund’s obligation to inform the ATO of any additional members and updates should be done immediately.

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Investments, Superannuation

Asset recognition key in wind-ups

SMSF assets wind-up

The complexity and timeframe involved with an SMSF wind-up can be impacted by the types of assets held in the fund and their inherent characteristics.

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Residential Property, Superannuation

FPA questions government’s housing proposal

superannuation home purchase

The FPA has questioned how the government’s super for home purchases election promise will interact with the superannuation system.

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Contributions

Contribution reserve notification can be delayed

reserved contribution

SMSF members have been reminded there is a difference in the time a contribution reserve can be made and the lodging of the documentation for that contribution.

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Superannuation

Mixed opinions on super election initiatives

superannuation government

Potential negative repercussions could arise by allowing access to superannuation to buy a home, as proposed by the Morrison government if re-elected.

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Contributions

Downsizer time parameter now significant

downsizer contributions SMSF

SMSF members under the age of 65 can qualify to make a downsizer contribution if the settlement on the sale of their residence was made this month.

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Cryptocurrency

Economic conditions make crypto appealing

cryptocurrency SMSFs

The high-risk and high-return potential of cryptocurrency could be the investment strategy SMSFs need during a rising inflation market.

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