News : Documentation

Compliance, Documentation, Legislation, Regulation

Dentists receive super release guidance

The ADA has released new guidelines to remind dentists of their responsibilities if patients want to use super to pay for treatment.

The ADA has released new guidelines to remind dentists of their responsibilities if patients want to use super to pay for treatment.

read more
Compliance, Documentation, Strategy

Key-person risk hinders wind-ups

Key-person risk on several fronts has been acknowledged as a critical factor hampering the process of winding up an SMSF.

Key-person risk on several fronts has been acknowledged as a critical factor hampering the process of winding up an SMSF.

read more
Accounting, Compliance, Documentation, financial advice

SMSF loan write-offs not simple

Specific recovery actions have to be taken to prove a private loan from an SMSF will not be paid back and should be written off.

Specific recovery actions have to be taken to prove a private loan from an SMSF will not be paid back and should be written off.

read more
Documentation

Set up documents key in incapacity planning

The documents that set up an SMSF are important to consider when implementing a strategy to deal with trustee incapacity.

The documents that set up an SMSF are important to consider when implementing a strategy to deal with trustee incapacity.

read more
ATO, Compliance, Documentation

ATO SAR letters require action

ATO correspondence regarding the non-lodgement of SMSF annual returns now has a more serious nature and should not be ignored.

ATO correspondence regarding the non-lodgement of SMSF annual returns now has a more serious nature and should not be ignored.

read more
Documentation, SMSF

Family split court orders absolute

Family split court orders must be followed regardless of whether the parties involved recognise they have been drafted incorrectly.

Family split court orders must be followed regardless of whether the parties involved recognise they have been drafted incorrectly.

read more
ATO, Compliance, Documentation

ATO focused on late returns, early access

SMSFs with outstanding annual returns will come under greater scrutiny from the ATO, which is concerned by a rise in late lodgements.

SMSFs with outstanding annual returns will come under greater scrutiny from the ATO, which is concerned by a rise in late lodgements.

read more
Administration, Division 296, Documentation, Investments, SMSF, Strategy, Superannuation, Tax, Valuations

Div 296 to change compliance landscape

Compliance procedures applicable to SMSFs will be significantly impacted by the introduction of the proposed Division 296 tax.

read more
Compliance, Documentation, Investments, SMSF

Strategy reviews require evidence

self managed super, self managed super fund, self managed super funds, self managed superannuation, SMSF, trustees, investment strategy, minute, BT, Bryan Ashenden, written resolution, SIS Regulations

While trustees may be used to documenting their fund’s investment strategy, any changes to it must also be formally recorded for compliance purposes.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.