News : Property

financial advice, Pensions, Property, Retirement, SMSF, Superannuation

Debt-free retirement an advice opportunity

Financial advice to reduce mortgage advice will become increasingly crucial as more people carry debt into retirement.

Financial advice to reduce mortgage advice will become increasingly crucial as more people carry debt into retirement.

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financial advice, Investments, Property, SMSF, Superannuation

SMSFs stick with cash despite rate moves

RBA, ATO, Reserve Bank of Australia, Vado Private, Simon Arraj, SMSF assets, share market, credit,

SMSFs are holding onto cash despite a recent decline in term deposit and savings rates, which should prompt them to consider other sources of income.

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Documentation, Property

 Class adds title search functionality

Class has added the ability for SMSF practitioners to search for property titles and valuations after expanding the number of data feeds coming into its platform.

Class has added the ability for SMSF practitioners to search for property titles and valuations after expanding the number of data feeds coming into its platform.

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Auditing, Property

Title search primacy confirmed

Title search, SMSF, property, ART, SMSF auditor, Administrative Review Tribunal, asset ownership, DBA Lawyers, Bryce Figot, Murphy and ASIC, Terence Murphy, ASIC

The status of a title search as the central document to prove an SMSF owns property has been confirmed in a recent ART case involving an auditor.

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Property

Eligible interest a must for BRP

eligible interest, real estate, business real property, SMSF, self-managed superannuation, Accurium, Natalie Scott, business use, SMSFR 2009/1

For an asset to meet the definition of business real property for superannuation purposes, an SMSF must be deemed to have an eligible interest in it.

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Investments, Property

Gearing rules can be subjective

Bluestone Richard Chesworth Borrowing SMSF Self-managed superannuation property

Practitioners and trustees must be conscious of the subjective nature of the gearing rules when looking to borrow to perform work on an SMSF property.

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Property, Residential Property

FHSSS determination process clarified

An individual can use the FHSSS if they have entered into a purchase contract without requesting a relevant determination in certain circumstances.

An individual can use the FHSSS if they have entered into a purchase contract without requesting a relevant determination in certain circumstances.

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ASIC, Property, SMSF

Court disqualifies, fines property developer

A property developer who promoted the use of SMSFs to invest in unlicensed investment schemes has received a record court-ordered fine.

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Property, SMSF, Trusts

New rules diminish declarations of trust

SMSF Self-managed superannuation Declaration of trust Asset ownership Stamp duty ATO ASF Audits Shelley Banton

The use of a declaration of trust to deal with the ownership of SMSF assets has been undermined by ATO guidance and legislative changes.

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Auditing, Property

Second-tier valuation evidence less reliable

SMSF Self-managed superannuation Deloitte Liz Westover Asset valuation Audit evidence

Trustees struggling to get formal property valuation evidence can use other forms of data to support their estimate, but they may be regarded as less reliable by the fund’s auditor.

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