News : Strategy

Estate Planning, Strategy

SMSF estate planning money at high risk

The SMSF sector can expect estate planning lawyers to pounce on the “treasure trove” of SMSF estate planning money for easy fees and wins, an industry expert has warned.

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Financial Planning, Strategy

Expect complex franking credit discussions: CAANZ

Advisers and accountants should prepare for in-depth discussions with SMSF clients around strategies to navigate through Labor’s proposal to disallow refunds of excess franking credits should it become law, according to an SMSF expert.

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LRBA, Strategy

Funding the biggest LRBA hurdle

SMSF members need to turn their focus to funding issues rather than compliance matters when looking at using a limited recourse borrowing arrangement (LRBA) to acquire an asset for a fund, a technical expert has advised.

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Financial Planning, Strategy

Aussiegolfa case sends advice warning

The full court of the Federal Court’s ruling in favour of the appellant in Aussiegolfa Pty Ltd (Trustee) v Commission of Taxation should be seen as a sign for advisers to take care over recommending certain strategies to SMSF clients, a sector lawyer has said.

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Regulation, Strategy, Superannuation

SMSFs must keep constant NALI watch

SMSF advisers and trustees must be mindful of the new non-arm’s-length income (NALI) rules when assessing fund strategies so as not to pay maximum levels of taxation, a sector expert has said.

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Investments, Strategy

The risk of buying just one tech stock

The problem with growth stocks is they’re only good if they keep on growing. When they stop growing, they turn into risky investments. Just ask investors in one of the best growth stocks of all time: Facebook.

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Retirement, Strategy, Superannuation

SMSFs need bonds – why portfolio allocation should change as you age

Portfolio allocation needs change over time. Do you still need a big house for your children? Do you want to move to be closer to family? Has your spending declined or increased? Have your retirement goals changed?

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Fixed Income, Investments, Strategy

Neuberger Berman actively targets SMSF sector

Investment management firm Neuberger Berman is ramping up its focus on SMSF investors in the area of global fixed income capabilities.

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Retirement, Strategy, Superannuation

TBC may expose super benefits to unwanted parties

SMSF trustees who have had to roll back some of their fund assets from pension to accumulation phase to comply with the $1.6 million transfer balance cap may have inadvertently given access to a portion of their retirement savings benefits to unwanted parties upon death, according to a technical expert.

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Investments, Retirement, Strategy

Dividend income tips for the new financial year

Pension-phase investors represent one fifth of Australia’s $2.5 trillion superannuation pool and many seek a regular investment income to supplement the government pension. Generating income is one of their top priorities and for their advisers too.

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