News : SMSF

ASIC, Compliance, SMSF

SMSF investment firm to be wound up

SMSF investment firm Brite Advisors ASIC Federal court wind-up

The Federal Court has ordered the winding up of an investment firm offering services to SMSF and pension scheme members in four countries amid concerns over missing assets.

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Administration, ATO, SMSF

Don’t ignore ATO contact

SMSF registration process Establishment ATO contact Trustee declaration

Trustees of new SMSFs should be aware the ATO may contact them and it is vital they respond to ensure their fund is registered with the regulator.

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Property, Regulation, SMSF

Be wary of trust control trap

SMSF Property In-house assets Related-parties Unit trust Ownership

Scrutinising the structure and governance of a unit trust tied to a property development is critical to the success of an SMSF’s investment in the project.

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Administration, Regulation, SMSF

SMSFs can report GST annually

ATO GST SMSF Reporting

SMSFs can save time and administrative costs by electing to report their GST obligations annually, provided they meet a certain set of conditions.

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Death benefits, SMSF, Succession Planning

Equity rule key to benefit payments

Equity SMSF Death benefit BDBN Reversionary pension

Understanding the rules of equity is essential in determining how superannuation death benefits will be paid out in a legal case.

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Education, Investments, SMSF, Superannuation

Facilitating the education of grandchildren

Education bond SMSF

SMSF trustees can make specific portfolio allocations that will enable them to fund the education expenses of their grandchildren.

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SMSF, Superannuation

SMSFs top member satisfaction again

SMSF Member Satisfaction Roy Morgan

SMSFs were the only part of the superannuation sector to record a positive level of satisfaction in a recent survey of fund members.

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Investments, SMSF

Dig deep into related-party concerns

related party investments SMSF

Consistently reviewing the relationships between parties to an investment is the most prudent way to ensure clients do not fall foul of the related-party rules.

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Retirement, SMSF, Superannuation

Definitions key to avoid retirement confusion

Superannuation Retirement definition Financial adviser Accountant Auditor Heffron Leigh Mansell

SMSF practitioners are confusing the definition of retirement for superannuation purposes, but need to be aware there are two ways to view this event taking place.

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