Articles by Todd Wills

ETFs

BlackRock adds iShares ETFs

BlackRock iShares ETF Exchange traded fund

BlackRock will add three additional options to its iShares style-based suite of exchange-traded funds.

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Administration, BDBNs, Death benefits, Documentation

Case shows need for BDBN paper trail

SMSF BDBN Capacity Death benefit NSW Supreme court

The NSW Supreme Court has deemed a BDBN made on the day of an SMSF member’s death valid, despite a challenge in relation to the deceased’s capacity to execute the document.

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Contributions, NALI/NALE, Regulation

Asset shortfall a NALI risk

NALI SMSF Asset transfers LCR 2021/2 Contributions market value

SMSF practitioners and trustees have been warned about the potential NALI risks involved when transferring assets into a fund.

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ATO, financial advice

FAAA pushes for tax portal access

FAAA ATO portal access Tax data Financial advisers

The FAAA has urged the government to permit financial advisers to access clients’ tax information in order to simplify the advisory process.

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Property, Regulation, SMSF

Be wary of trust control trap

SMSF Property In-house assets Related-parties Unit trust Ownership

Scrutinising the structure and governance of a unit trust tied to a property development is critical to the success of an SMSF’s investment in the project.

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Administration, Regulation, SMSF

SMSFs can report GST annually

ATO GST SMSF Reporting

SMSFs can save time and administrative costs by electing to report their GST obligations annually, provided they meet a certain set of conditions.

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Death benefits, SMSF, Succession Planning

Equity rule key to benefit payments

Equity SMSF Death benefit BDBN Reversionary pension

Understanding the rules of equity is essential in determining how superannuation death benefits will be paid out in a legal case.

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Death benefits, Regulation, Tax

Death benefit payment delay risky

Death benefit Payment Pension Lump sum ECPI

SMSF trustees have been urged to promptly distribute death benefits as doing so is believed to reduce the likelihood of unintended consequences.

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ETFs, Investments

VanEck releases private credit ETF

VanEck Private credit ETF

VanEck is set to list its 40th ETF for the Australian market with the release of a global private credit fund.

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Investments, SMSF

Dig deep into related-party concerns

related party investments SMSF

Consistently reviewing the relationships between parties to an investment is the most prudent way to ensure clients do not fall foul of the related-party rules.

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