News : SMSF

Property, SMSF, Trusts

Business property leases critical

Business real property leases

Advisers need to satisfy all elements involved when looking to comply with the in-house asset rules relating to commercial property.

read more
BDBNs, SMSF, Strategy, Superannuation

BDBN not just about time of death

BDBN estate planning

An effective SMSF estate plan must go beyond the survival of one party over another at the time of the relevant member’s death.

read more
ATO, Property, SMSF

Property project checking a must

Property development

The progress of property developments in which SMSFs are invested need to be continually monitored to avoid compliance breaches.

read more
Pensions, SMSF, Superannuation

Injury settlements no threat to caps

Personal injury settlement

SMSF members receiving a personal injury settlement payment should not be concerned it will impact their TBC or TSB and reduce their ability to make other contributions.

read more
SMSF, Superannuation, Tax

Trustees exploring options ahead of $3m cap

Super tax

SMSF trustees are searching for alternative strategies outside of superannuation to mitigate the tax implications of the proposed $3 million super earnings tax.

read more
Compliance, Cryptocurrency, Investments, SMSF

Derivatives require extra trustee care

Derivatives SMSF

SMSF trustees need to be aware of their heightened obligations under the SIS Act when investing in complex financial securities such as derivatives.

read more
ATO, Pensions, SMSF

Pension restructure needs approval

Pension restructure ATO

SMSF members restructuring a pension that has an excess transfer balance should wait for ATO approval before making any commutations from the pension.

read more
Investments, Platforms, SMSF

BT to retain platform business

BT platform

Six months after it shuttered its SMSF administration service, BT has announced it has closed the sale process and will retain its Panorama investment platform.

read more
Regulation, SMSF, Tax

Changes to super will not end

superannuation changes

The size of assets held within superannuation means governments are likely to make ongoing changes such as the proposed $3 million tax.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.