News : SMSF

SMSF, Technology

Tech will democratise sector

self managed super, self managed super fund, self managed super funds, self managed superannuation, SMSF, technology, artificial intelligence, AI, administration, SuperConcepts, Matthew Rowe, fund establishment, portfolio administration, integration

The greater use of technology will lower the barriers to entry to using an SMSF to the point they are a viable option for any superannuant.

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Compliance, Contributions, SMSF, Strategy, Superannuation, Tax

Deductible recontributions scrutinised

Deductions claimed on withdrawals from super that are quickly recontributed will attract scrutiny from the ATO in regards to tax avoidance.

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financial advice, Financial Planning, Management, Practice Management, SMSF, Superannuation

Disability readiness a multilayered win

Accommodating client disability can strengthen both advice propositions and businesses themselves from an operational perspective.

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Death benefits, Division 296, Estate Planning, SMSF, Tax

Div 296 drives estate planning urgency

SMSF members retaining high balances inside super will need to be proactive in their estate planning to avoid a further post-death tax hit.

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Division 296, Pensions, SMSF, Tax

Ditch Div 296 for compulsory cashing

self managed super, self managed super fund, self managed super funds, self managed superannuation, SMSF, Division 296, compulsory cashing, Institute of Financial Professionals Australia, IFPA, Economic Reform Roundtable, tax concessions, retirement-phase pension, unrealised gains, Natasha Panagis

IFPA has claimed the reintroduction of compulsory cashing would reduce tax concessions in super and generate revenue for the government.

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Division 296, Legislation, SMSF, Superannuation, Tax

Raising tax threshold a political risk

Doubt has been cast as to whether a future government would have the political courage to increase a non-indexed Division 296 tax threshold.

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financial advice, Financial Planning, Management, Practice Management, SMSF, Superannuation, Technology

Advisers inactive over SMSF revenue

A large number of advisers have enjoyed an increase in SMSF client revenue, but have not introduced any specific measures to trigger this growth.

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Administration, Compliance, Division 296, Legislation, SMSF, Superannuation, Tax

Sector lag for Div 296 assessments

The ATO’s assessment of Division 296 liabilities for SMSF members will hinge on when tax returns are filed and may lead to delays.

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Compliance, Legislation, Pensions, Regulation, SMSF, Strategy, Superannuation

Pension commutation debt waiver secured

Legacy pensions unwound under the five-year amnesty introduced in December last year will not lead to adverse social security outcomes.

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Division 296, financial advice, Financial Planning, Insurance, SMSF, Superannuation, Tax

Revisit insurance set-up for Div 296

The treatment of insurance within an SMSF will need to be revisited as to determine the effect of policies on a member’s division 296 tax liability.

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