News : Strategy

Pensions, Strategy

Intergenerational estate planning requires varied pension strategy

Advisers should look to use a dual pension arrangement to achieve better intergenerational estate planning outcomes for their SMSF clients, a strategy specialist has proposed.

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Pensions, Strategy

Inquiry launched on scrapping of franking credit refunds

The House of Representatives Standing Committee on Economics has announced an inquiry into the impact of removing refundable franking credits.

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Strategy, Superannuation

New rules have impact on SMSF contributions

The average contribution to SMSFs more than doubled in the June quarter after trustees took advantage of new legislation that increased contribution deductibility from July 2017.

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Investments, Strategy

ESG investment decision-making

Global environmental, social and governance (ESG) assets under management grew by an estimated 73 per cent globally over the space of four years to December 2016.

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Retirement, Strategy, Superannuation

TRIS now a short-term strategic tool

A transition-to-retirement income stream (TRIS) should be viewed purely as a short-term strategy to enable SMSF members to withdraw money from the accumulation account of the fund, a sector strategist has said.

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Investments, Strategy

Research debunks SMSF cash myth

The latest quarterly analysis of SMSF investments has revealed a significant decrease in cash holdings, following the massive spike in cash contributions to super funds during the last quarter of the 2017 financial year.

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Compliance, Property, Strategy

ATO to keep close tabs on property sole purpose

There may be no general prohibition against SMSFs investing in property development, but given the regulatory rules, it is very difficult for SMSFs to maintain compliance, a lawyer has warned.

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Strategy

Franking credit benefit from excess contributions

Advisers should consider a strategy of having SMSF clients deliberately exceed both their concessional and non-concessional contributions caps to ensure the effective use of any franking credits available to the fund, a strategy specialist has said.

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Property, Strategy

Market ripe to transfer, acquire business premises

Specialist commercial property lender Thinktank Group has said market conditions are attractive for small-to-medium size enterprises (SME) to acquire their own premises, commercial or industrial, via their SMSF.

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Retirement, Strategy, Superannuation

Transfer balance cap catches

If there’s something all laws have in them, it’s unintended consequences. The introduction of the transfer balance cap (TBC) is no exception. It’s got them, just like fleas on a dog’s back.

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