News : SMSF

Residential Property, SMSF

Budget increases SMSF risk level

The CGT superannuation carve-out combined with the change to negative gearing contained in the budget will increase the risk level of SMSFs.

The CGT superannuation carve-out combined with the change to negative gearing contained in the budget will increase the risk level of SMSFs.

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CSLR, SMSF

CSLR levy ignores failure source

SMSFs shouldn’t bear the cost of failures that occurred outside their control and a CSLR levy on them effectively ignores those problems.

SMSFs shouldn’t bear the cost of product failures that occurred outside their control and a CSLR levy on them ignores the causes of those issues.

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Division 296, SMSF, Tax

Net gain funds should adjust cost bases

The decision as to whether to use the Division 296 CGT cost base adjustment should be automatic if an SMSF portfolio is reflecting a net gain.

The decision as to whether to use the Division 296 CGT cost base adjustment should be automatic if an SMSF portfolio is reflecting a net gain.

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Division 296, SMSF, Superannuation, Tax

SMSFs best tax saving vehicles

The budget has improved the status of SMSFs as vehicle to manage Division 296 liabilities and reduced the need to look at alternatives.

The budget has improved the status of SMSFs as vehicle to manage Division 296 liabilities and reduced the need to look at alternatives.

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Financial Advice, SMSF

New funds relying on online research

Online research and artificial intelligence have become a key drivers in people’s decision making process as to the establishment of an SMSF.

Online research and artificial intelligence have become key drivers in people’s decision making process as to the establishment of an SMSF.

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ASIC, Compliance, Financial Advice, Financial Planning, SMSF

Banning over disclosure failure

The failure of an SMSF firm manager to disclose a conflict of interest has led to his permanent banning from providing financial services.

The failure of an SMSF firm manager to disclose a conflict of interest has led to his permanent banning from providing financial services.

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Financial Advice, Financial Planning, SMSF, SMSFA

Risky lead generation not about SMSFs

The SMSF Association has indicated poor and unlicensed advice is in the main responsible for risky lead generation activity.

The SMSF Association has indicated poor and unlicensed advice is in the main responsible for risky lead generation activity.

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SMSF, Tax

Budget has small business CGT impact

The new CGT calculation methodology contained in the federal budget will have an effect on the small business concessions related to that tax.

The new CGT calculation methodology contained in the federal budget will have an effect on the small business concessions related to that tax.

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Payday Super, SMSF

Payday Super deadlines apply to all SMSFs

An SMSF as a related-party fund won’t alter requirements for SG contributions to be paid to it within seven days under the Payday Super rules.

An SMSF as a related-party fund won’t alter requirements for SG contributions to be paid to it within seven days under the Payday Super rules.

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Compliance, Pensions, SMSF

Relief available to meet minimum pension

Trustees can use a particular SIS Act section to assist them when a shortage of funds is preventing a minimum pension obligation from being paid.

Trustees can use a particular SIS Act section to assist them when a shortage of funds is preventing a minimum pension obligation from being paid.

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