News : SMSF

financial advice, Investments, SMSF

Markets spur SMSF advice

Investments SMSF Financial advisers Trading Ausiex

The changing nature of financial markets last year saw an increase in new advised SMSFs across all age demographics, with these funds being active traders.

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Property, SMSF

Use property as compliance reminder

SMSF advisers can use the purchase of a property by a trustee as a trigger to remind them and other professionals of the ongoing compliance and administration obligations that will need to be met each year after acquisition.

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ATO, SMSF, SMSFA, Superannuation

New clearing house protocols for SMSFs

ATO Small Business Superannuation Clearing House Superannuation guarantee SMSF SBSCH Employees

The ATO has implemented an additional verification measure for any entitlements deposited into an employee’s SMSF account via the Small Business Superannuation Clearing House.

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ASIC, ATO, Compliance, SMSF

Call to report illegal access advice

Illegal early access SMSFs ATO ASIC Promoters

Superannuants have been asked to report individuals who are encouraging illegal early access of retirement savings balances to the ATO.

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LRBA, Property, SMSF

Property purchase dictated by deed then law

SMSF Property LRBA Trust deed

Superannuation and tax laws are unlikely to be the barriers to an SMSF purchasing property, with the rules of the fund set by the trustee being the first source of possible trouble.

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Compliance, financial advice, Retirement, SMSF

Be clear on conflicted SMSF advice

SMSF conflict of interest related entity DBA AFCA

A recent case before AFCA has highlighted the need for SMSF advisers to keep clear records about investment advice particularly where conflicts of interest may be involved.

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Investments, SMSF

Female engagement underestimated

AUSIEX SMSF Female investors women investors Trade Brett Grant

Female SMSF investors are likely to be more engaged and active than currently perceived, with the role of advice key in expanding their behaviour.

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ATO, Compliance, SMSF

SMSF businesses draw SPT focus

SMSF business sole purpose test ATO Accurium Anthony Cullen

Running a business inside an SMSF will attract intense ATO scrutiny to ensure the action does not breach the sole purpose test.

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Auditing, Compliance, Regulation, SMSF

Review loans to avoid audit issues

SMSF auditors Loans Litigation SIS regulations Audit file

SMSF auditors must be prepared to substantiate their audit file with sufficient evidence in situations where an SMSF has invested in a loan.

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SMSF, Superannuation

SMSFs continue to lead in member satisfaction

Roy Morgan Superannuation Satisfaction Report SMSFs Performance

Research by Roy Morgan has found SMSFs continue to lead the superannuation sector for member satisfaction, with levels at a two-year high.

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