News : Strategy

ATO view on SMSF asset ranges correct

December 5, 2019

The ATO is right to say SMSF investment strategy documentation with ranges of 0 per cent to 100 per cent is unacceptable, according to an SMSF expert.

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Investments, Strategy

State law can cloud investment strategy

November 26, 2019

Darin Tyson-Chan

State-based laws could add a layer of complexity to the compliance regarding SMSF investment strategies, according to an industry lawyer.

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Strategy, Superannuation

SMSFs including family members has pitfalls

October 2, 2019

Darin Tyson-Chan

The director of a mid-tier accounting firm has recommended serious assessment be performed before including adult family members in an SMSF due to the additional elements of risk associated with this strategy.

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Strategy, Superannuation

Restrictions on 13.22c trusts may trigger blow-up

August 7, 2019

Jason Spits

Tight restrictions around the use of 13.22c trusts should be a warning to SMSF trustees to approach them with caution or risk facing a complete unwinding of any related arrangements.

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Retirement, Strategy

Trustee structure key in retirement income decision

July 9, 2019

Darin Tyson-Chan

Whether an SMSF has an individual trustee or a corporate trustee can dictate how benefits are paid out to its members in retirement.

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Investments, Strategy

SMSF strategies can help non-SMSF investors

July 4, 2019

Tharshini Ashokan

An SMSF investment strategy can provide essential guidance to investors, even if they don’t have an SMSF, a personal finance expert says.

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Retirement, Strategy

New financial year should prompt strategy review

July 1, 2019

Darin Tyson-Chan

The new financial year and the changes it brings to the superannuation rules should prompt advisers and their clients to review their retirement savings strategies.

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Retirement, Strategy

Aged care skills needed to meet ethics code

July 1, 2019

Jason Spits

Financial advisers who fail to consider aged care as part of their advice offering may be in breach of ethics requirements set down by FASEA.

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ATO, Strategy

Paperwork and purpose provide NALI protection

June 17, 2019

Jason Spits

Having sufficient paperwork and an investment strategy aligned to the purpose of an SMSF will help avoid claims against NALI arrangements, according to a financial services lawyer.

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Administration, Strategy

30 June traps avoidable, but record-keeping vital

June 11, 2019

Jason Spits

Advisers have options to make contributions to an SMSF in the days leading up to the end of the financial year, but need to be proactive in recording dates of transfer.

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