News : SMSF

Property, SMSF

Property development rules laid out

SMSF Property development SMSFRB 2020/1 Mark Ellem Accurium

SMSF trustees cannot claim they are unaware of the rules around property development, but ongoing advice may be helpful in ensuring they are properly applied.

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SMSF, Superannuation

Ageing demographic future of SMSFs

SMSF Deloitte Growth Industry funds Dynamics of the Australian Superannuation System Report

SMSFs are expected to grow well into the future, but an ageing demographic is likely to reduce their number and the overall pool of retirement savings.

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Investments, Property, SMSF

Sharia-compliant SMSF offering launched

SMSF property investment Sharia Meezan Wealth Management

A Sydney-based financial services firm has released an SMSF product allowing Muslims to invest in property in a way that aligns with their religious practices and beliefs.

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Compliance, SMSF

Disqualification crime has no limit

SMSF trustee criminal offence disqualified person

An offence committed by an individual that disqualifies them from being an SMSF trustee will be held against them forever.

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LRBA, SMSF

Asset transfer after LRBA optional

SMSF LRBA limited recourse borrowing arrangement bare trust transfer

SMSFs do not have to transfer an asset from a bare trust after paying off an LRBA, but not doing so will constrain its use by the fund.

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LRBA, Regulation, SMSF

Beware LRBA interest rate impact

Interest rates LRBA SMSF Loans Related-party

SMSF practitioners should assess their clients’ existing LRBAs and explore opportunities to secure a better interest rate for the loan through a commercial lender.

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Insurance, Investments, SMSF

Guidance doesn’t negate insurance duty

SMSF collectables ATO guidance insurance

ATO guidance on what constitutes a collectable does not remove a trustee’s responsibility under superannuation laws to properly store and protect any asset.

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ATO, Compliance, SMSF

Key illegal access link quantified

ATO Illegal early access SMSF Promoter

Individuals setting up an SMSF are accounting for a significant proportion of the people illegally accessing their retirement savings early.

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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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