News : Strategy

Joint ventures need proper structure

November 11, 2020

A specialist legal firm has emphasised the need for joint venture arrangements involving an SMSF to be structured properly to avoid being caught by the in-house assets rule.

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Strategy

Non-cash recontributions tricky

November 10, 2020

Darin Tyson-Chan

A specialist adviser has recommended advisers looking to implement a withdrawal and recontribution strategy for an SMSF be wary when the process involves assets other than cash.

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Strategy

Indexation pause for bring forward contributions

November 5, 2020

Jason Spits

Advisers looking at a bring forward strategy for clients may want to wait until possible indexation changes have been applied.

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Strategy

Don’t view indexation by itself

November 3, 2020

Darin Tyson-Chan

A technical manager has cautioned SMSF advisers and their clients not to consider indexation exclusively when formulating contribution strategies.

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Documentation, Retirement, Strategy

Managing relationship breakdowns in an SMSF

August 13, 2020

Meg Heffron

Apportioning SMSF assets when a relationship ends has significant consequences requiring careful consideration.

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Strategy

Trustees need contribution date awareness

August 3, 2020

Jason Spits

Trustees need to be made aware different dates apply to when contributions can be made and birthdates are not always key markers for actions.

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Estate Planning, Strategy

Flexible BDBNs more advantageous than wills

July 15, 2020

Jason Spits

Flexible binding death benefit nominations (BDBN) in an SMSF are better tools for directing wealth to beneficiaries than superannuation within a will, a compliance specialist has claimed.

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Strategy, Superannuation

Year-end review critical in 2020

May 25, 2020

Darin Tyson-Chan

The importance of reviewing SMSF strategies in the lead-up to the close of the 2020 financial year has taken on new significance due to the COVID-19 economic impact, a mid-tier accounting firm director has said.

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Retirement, Strategy

TRIS strategy still has role to play

March 17, 2020

Jason Spits

Changes to the tax treatment of transition-to-retirement income streams have not diminished their usefulness for some pre-retirement clients.

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Investments, Strategy

Trustees not reaping full benefit of SMSFs

March 9, 2020

Tharshini Ashokan

Many trustees are too busy to implement an investment strategy for their fund that will maximise the benefit of having an SMSF, a superannuation expert says.

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