News : SMSF

Investments, SMSF, Tax

Higher CGT for SMSFs must be addressed

Amendments are needed to proposed CGT rules so an SMSF investing in a managed fund is not taxed at rates higher than a direct investor.

Amendments are needed to proposed CGT rules so an SMSF investing in a managed fund is not taxed at rates higher than a direct investor.

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Family Law, SMSF, Superannuation

Fairness can reshape super split order

A family law order to split super can be challenged if it is unfair to other members of an SMSF outside the dispute.

A family law order to split super can be challenged if it is unfair to other members of an SMSF outside the dispute.

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Investments, Regulation, SMSF

Tokenisation to change SMSF landscape

The tokenisation with regard to the ownership structure of conventional assets will have a profound impact on SMSF holdings and compliance.

The tokenisation with regard to the ownership structure of conventional assets will have a profound impact on SMSF holdings and compliance.

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SMSF, SMSFA, SuperStream

Majority of SMSF reforms supported

The SMSF Association has indicated it is generally supportive of the reforms to the sector the Minister for Financial Services announced last week.

The SMSF Association has indicated it is generally supportive of the reforms to the sector the Minister for Financial Services announced last week.

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LRBA, SMSF

Rates raise questions over LRBAs

Higher interest rates for related-party safe-harbour loans may make SMSFs question their current lending arrangements.

Higher interest rates for related-party safe-harbour loans may make SMSFs question their current lending arrangements.

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CSLR, SMSF

Compensation reforms include SMSF levy

SMSFs will be captured by the special levy model used to fund the CSLR but will only be required to pay a nominal amount.

SMSFs will be captured by the special levy model used to fund the CSLR but will only be required to pay a nominal amount.

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Compliance, Investments, SMSF, Strategy

Govt announces new fund safeguards

The establishment of new SMSFs will require greater disclosure by trustees of their obligations, plans and advice fees.

The establishment of new SMSFs will require greater disclosure by trustees of their obligations, plans and advice fees.

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Compliance, Financial Advice, Financial Planning, Regulation, SMSF, Superannuation

Key consumer protection basics identified

The SMSF Association has called on the Minister for Financial Services Daniel Mulino to deal with certain specific consumer protection issues.

The SMSF Association has called on the Minister for Financial Services Daniel Mulino to deal with certain specific consumer protection issues.

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ATO, Contributions, Documentation, SMSF

ATO affirms establishment cost claim rules

The ATO has affirmed trustees can pay for SMSF set-up costs, but has noted the limits as to when that will be viewed as a member contribution.

The ATO has affirmed trustees can pay for SMSF set-up costs, but has noted the limits as to when that will be viewed as a member contribution.

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SMSF, Trusts

Keep bare trust arrangements separate

Practical rather than legal considerations are the key reason to avoid using a single bare trustee for multiple trust structures.

Practical rather than legal considerations are the key reason to avoid using a single bare trustee for multiple trust structures.

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