News : Strategy

Investments, Strategy

Trustees not reaping full benefit of SMSFs

SMSF benefits

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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Strategy

Plan for end of SMSF at its start

SMSF wind-up

SMSF advisers should consider how an SMSF will be wound up at the time of its establishment and hold those discussions with clients to avoid any future difficulties.

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Strategy, Superannuation

SMSF intergenerational wealth purpose to rise

SMSFs intergenerational wealth

Over the next 10 years, SMSFs will increasingly be used an intergenerational wealth accumulation vehicles, a leading actuary has said.

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Retirement, Strategy

Downsizer contributions benefit from ‘no rules’

downsizer contributions

Trustees should not underestimate the opportunities presented by downsizer contributions particularly where the rules are not explicit in how it can be used.

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Retirement, Strategy

Specific use of SMSFs rising

SMSFs wealth building

A rising number of SMSFs are being set up to play a more strategic and specific role in wealth creation and retirement savings activities, a mid-tier accounting firm director has said.

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ATO, Strategy

ATO view on SMSF asset ranges correct

SMSF asset ranges

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

SMSF investment strategy

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

SMSFs adult family members

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

Restrictions on 13.22c trusts

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

smsf trustee affect retirement income

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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