Articles by Todd Wills

Firms launch global trading solution

September 27, 2023

Two investment companies have joined forces to launch an international trading solution designed for financial advisers and their clients.

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Compliance, Legislation, Regulation, SMSF, SMSFA

SMSFA calls for residency reform completion

September 26, 2023

Todd Wills

The SMSF Association has urged the government to fulfil its promise to complete reforms to the SMSF residency rules first put forward by its predecessors two years ago.

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ETFs, Investments

VanEck adds three govt bond ETFs

September 26, 2023

Todd Wills

VanEck is expanding its presence in the Australian market with the introduction of three new Australian government bond ETFs.

Evidence key to navigating NALI

SMSF property development NALI documents

September 25, 2023

Todd Wills

SMSF auditors and their clients must furnish essential documents to demonstrate compliance with non-arm’s-length income and expenditure rules in property development projects.

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Superannuation

Australians eye early super access

September 25, 2023

Todd Wills

A majority of Australians would access their superannuation savings early, primarily to ease the strain of increasing living costs and finance home purchases, if they had the option.

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Auditing, Investments, SMSF, SMSFA, Strategy

Simplify strategies for audit success

September 21, 2023

Todd Wills

SMSF investment strategies that are concise, focused and in compliance with the SIS Regulations are likely to have a better chance of passing the yearly audit of the fund.

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ATO, Auditing, Compliance, SMSF

Clean audit file key in case of review

September 20, 2023

Todd Wills

In anticipation of a potential ATO review, SMSF auditors have been advised to maintain essential documents and ensure their audit files are free from irrelevant information.

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Compliance, Regulation, SMSFA

SMSF residency rules neglected

September 19, 2023

Todd Wills

The government has missed an opportunity to clarify future changes to SMSF residency rules as part of a current consultation process.

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Retirement, Superannuation

Retirees struggling with complex system

Retirement cost of living financial literacy

September 19, 2023

Todd Wills

Many Australian retirees face difficulties in understanding the retirement system and lack confidence in managing their finances for retirement.

Excess contribution refund needs approval

Excess concessional contributions refund

September 18, 2023

Todd Wills

SMSF trustees who exceed their concessional contribution cap limit should wait for the ATO to issue a release authority before seeking a release of the excess funds.

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