News : SMSF

Division 296, SMSF, Tax

New tax requires three-stage approach

SMSF members should formulate a strategy regarding the management of their Division 296 situation in three distinct stages.

SMSF members should formulate a strategy regarding the management of their Division 296 situation in three distinct stages.

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ATO, Compliance, SMSF

Many issues from unauthorised payments

Withdrawals made from an SMSF that do not comply with an ATO release authority can create multiple problems for trustees.

Withdrawals made from an SMSF that do not comply with an ATO release authority can create multiple problems for trustees.

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Pensions, SMSF

Sector leading decumulation shift

A new study has found SMSF member drawdowns from their funds are now outweighing the contributions they are making to them.

A new study has found SMSF member drawdowns from their funds are now outweighing the contributions they are making to them.

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Investments, SMSF, Trusts

Unit trust errors can be disastrous

SMSF trustees using unit trusts as an investment vehicle must understand any compliance issues that arise could completely spoil the strategy.

SMSF trustees using unit trusts as an investment vehicle must understand any compliance issues that arise could completely spoil the strategy.

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Insurance, SMSF

SMSF trustee insurance product released

An insurance policy that protects SMSFs and trustees from the impact of failures, fraud and regulatory action has been launched.

An insurance policy that protects SMSFs and trustees from the impact of failures, fraud and regulatory action has been launched.

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Compliance, Regulation, SMSF

AML/CTF to have greater SMSF impact

Many more SMSF sector service providers will be significantly impacted by the next phase of the AML/CTF laws from 1 July this year.

Many more SMSF sector service providers will be significantly impacted by the next phase of the AML/CTF laws from 1 July this year.

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Division 296, SMSF, Tax

Strategise Div 296 payment sources

SMSF members who will pay Division 296 tax should look to reduce other taxable components in super when making those payments.

SMSF members who will pay Division 296 tax should look to reduce other taxable components in super when making those payments.

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Administration, Retirement, SMSF, Superannuation

Super program for women launched

A campaign specifically aimed at encouraging women to take control of their retirement savings has been established by an SMSF stakeholder.

A campaign specifically aimed at encouraging women to take control of their retirement savings has been established by an SMSF stakeholder.

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Accounting, Investments, SMSF

Licence not needed for generic template

Accountants who do not have an Australian financial services licence are still able to provide some investment strategy documentation.

Accountants who do not have an Australian financial services licence are still able to provide some investment strategy documentation.

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Division 296, SMSF, Tax

Div 296 advice may trigger tax avoidance

Advice provided to clients in relation to managing a Division 296 liability could be viewed as tax avoidance in some circumstances.

Advice provided to clients in relation to managing a Division 296 liability could be viewed as tax avoidance in some circumstances.

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