News : Strategy

Investments, Strategy, Superannuation

Default options, inertia key drivers for members

New research from Vanguard has shown the default option in investments and asset allocations is the predominant setting for most super fund members.

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Strategy

Alternate or successor director for an SMSF? – Part one

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DBA Lawyers compares the option of a director nominating an alternate director in contrast to nominating a successor director in an SMSF context to determine which is better.

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Regulation, Strategy

SMSF body endorses six-member fund maximum

The move to increase the maximum number of SMSF members from four to six has met the approval of the peak sector body.

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Compliance, Strategy

Six members may require corporate trustee

Topdocs estate planning

Having a corporate trustee may be the only solution for some SMSFs wanting to increase the number of fund members to the maximum of six.

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Strategy, Tax

Allowance a more solid link to dependency

A sector expert has suggested the payment of an allowance as opposed to specific expenses is a more prudent method of establishing financial dependency and the associated favourable tax treatment in the event of an SMSF death benefit being paid.

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Pensions, Strategy

Pension phase may become redundant

Should the Labor Party’s change to the franking credit system be introduced as law, it may no longer be beneficial to have an SMSF that is purely in pension phase, a sector specialist has said.

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Strategy, Superannuation

Advisers seeking more information on early access

Access to superannuation benefits was a key issue for financial advisers during February, according to AMP.

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Regulation, Strategy, Superannuation

Franking credit policy planning already underway

Trustees and their advisers are considering various strategies to minimise the impact of Labor’s proposed franking dividend policy.

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Regulation, Strategy

SMSF specialist warns of super changes ahead

Accountants need to take heed of Labor’s proposed changes to super and consider how they can optimise their clients’ SMSFs now.

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Strategy

Staying segregated may become a headache

SMSFs can maintain a small accumulation balance to avoid using the segregated method for ECPI and reduce the associated administrative complexities, a lawyer has suggested.

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