News : Administration

Administration, Compliance, Pensions

TRIS strategy can mean access risk

Colonial First State Craig Day transition-to-retirement income stream illegal early release SMSF Self-managed superannuation TR 2013/5 ATO

Starting and stopping a transition-to-retirement income stream multiple times in one year may trigger compliance issues for an SMSF.

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Administration, ECPI, Tax

ECPI method can impact investment strategy

SMSF Self-managed superannuation Accurium Anthony Cullen ECPI exempt current pension income investment strategy segregation of assets

Trustees using the segregated method to calculate ECPI must have this decision reflected in the SMSF’s investment strategy in some circumstances.

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Administration, SMSF

AI a good SMSF administration fit

Artificial Intelligence AI SMSF administration self-managed superannuation Olivia Long

Artificial intelligence has the ability to automate many SMSF administration procedures and improve sector efficiency.

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Administration, SMSF

Exit plan an essential element

SMSF Exit plan Wind-up Deed

Trustees who decide an SMSF is no longer a viable option as a retirement savings vehicle can benefit greatly from formulating an exit plan.

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Administration, Pensions, Tax

Missed pension payments risk ECPI loss

Minimum pension ECPI Exempt current pension income

Practitioners should remind clients of the importance of meeting minimum pension requirements to ensure they retain the tax benefits of claiming exempt current pension income.

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Administration, Technology

Long starts AI-powered admin firm

Olivia Long SMSFAI artificial intelligence AI SMSF administration Digital Rapport David Cowling

Olivia Long has launched a new SMSF administration firm that will use artificial intelligence to produce client reports, with plans to use it across the entire reporting process.

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Administration, Compliance, Contributions, Superannuation

Terminal illness rollover timing key

Rollover Terminal illness Condition of release ATO Contribution SMSF Self-managed superannuation

SMSF trustees diagnosed with a terminal illness can roll over their retirement savings to another fund, but a specific process must be followed to avoid adverse consequences.

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Administration, Business News, Technology

SuperConcepts adds further partnership

SuperConcepts The Principals' Community SuperMate Matthew Rowe Kon Costas

SuperConcepts will provide software and administration services to a community of self-licensed advisers under its third partnership announced in the past two months.

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Administration, ATO, Regulation, Tax

SMSFs still eligible for GST rebate

GST SMSF Heffron ATO Self-managed super Reduced input tax credits

SMSFs may still be able to claim a rebate for the GST charged on financial advice fees from 1 July 2024.

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