News : SMSF

Investments, SMSF

Wholesale investor lobbying underway

The SMSF Association has already commenced lobbying activities seeking a definitive solution for the wholesale investor rules’ interaction with SMSFs.

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Death benefits, Insurance, Legislation, SMSF, Superannuation

Caution needed with terminal illness benefits

SMSF practitioners should not adopt common rollover or pension strategies with terminal illness benefits as they should probably exit the super system.

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SMSF, Superannuation

SMSFA urges change in narrative

Meg Heffron, Peter Burgess, Heffron, SMSF Association, 

The SMSF sector should boost its messaging around the benefits of self-managed funds, with its industry body looking into how it can take the lead in this area.

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Commercial Property, Education, financial advice, SMSF, Superannuation

BRP test hinges on business operation

Property, commercial, Business real property. Natalie Scott, Accurium, 

Whether a tenant uses a premises to operate a commercial enterprise is the sole determining factor in satisfying one of the business real property criteria.

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Legislation, SMSF, Tax

Division 296 delay welcomed

tax, CA ANZ, Better Targeted Superannuation Concessions, legislation, Ainslie van Onselen, Bill, federal election,

The stalled passage of the Division 296 bill through parliament has been welcomed as calls continue for the Senate to vote against its approval.

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Pensions, SMSF

NowInfinity adds UK pension deed

NowInfinity, UK pension, Recognised Overseas Pension Scheme, ROPS, deed, UK tax authority, Kate Anderson,

NowInfinity has released a deed to assist UK pension holders to roll benefits into an SMSF and upgraded its pension documents.

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Investments, SMSF, SMSFA

SMSFs outperform APRA funds

SMSF, performance, APRA, Australian Prudential Regulatory Authority, SMSF Association, University of Adelaide, International Centre for Financial Services, rate of return, Dr George Mihaylov, SMSF balance, Peter Burgess, financial advice, ATO SMSF statistics, returns

New research has found SMSFs outperformed APRA-regulated funds over a five-year period and balances continue to shape individual returns.

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Accounting, Legislation, SMSF, Superannuation, Tax

Trust low over ALP super policy

The latest research into consumer sentiment regarding superannuation policy has shown a distinct distrust in the government among Australians.

The latest research into consumer sentiment regarding superannuation policy has shown a distinct distrust in the government among Australians.

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ATO, Auditing, SMSF

Auditor numbers looking healthier

SMSF auditors

The number of registered auditors in the SMSF industry has improved after several years of depletion that affected this cohort.

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Education, SMSF

Lift SMSF education standard

The education standard needed to provide SMSF advice should be raised to prevent poor advice and push out unqualified providers.

The education standard needed to provide SMSF advice should be raised to prevent poor advice and push out unqualified providers.

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