News : Strategy

Investments, Strategy

Trustees acting on imputation ban

Some SMSFs have assumed the Labor Party’s policy on banning excess imputation credit funds is already legislation, highlighting the need for advisers to ensure their clients understand the latest announcements affecting super.

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ATO, Strategy

ATO to apply Part IVA to reserve scrutiny

The ATO has made known its intention of determining whether there are any breaches of the Income Tax Assessment Act 1936 Part IVA rule when examining the use of reserves in an SMSF.

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Accounting, Strategy, Superannuation

Manual ECPI now impractical

The new guidelines for calculating exempt current pension income (ECPI) require additional record-keeping, potentially covering several accounting periods and more data, and are more difficult to apply, meaning specialised software is critical to avoid mistakes.

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Strategy

Storm joins new digital platform provider

Industry stalwart David Storm has joined technology firm Spitfire Corporation to head distribution for its contemporary total wealth and single ecosystem digital platform supporting advisers to deliver a consolidated offering to clients.

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Strategy

Retirement income strategy not disruptive

retirement phase TRIS

The proposed requirement for SMSFs to develop a retirement income strategy is not expected to be a major issue for trustees to implement, though planning for longer periods may have some repercussions, an SMSF specialist adviser has said.

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Strategy

SMSFs understand need for diversification

Colourful donut background

The majority of SMSF trustees understand the importance of portfolio diversification, contrary to popular belief, however, many still find it difficult to execute, according to new research.

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Strategy

Diversification top issue for SMSF advisers

Sharp colorful pencils pointing toward each other.

Only one in five advisers believe their SMSF clients hold well-diversified portfolios, highlighting a significant portfolio construction opportunity, new industry research released today has revealed.

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Strategy

Why SMSFs are turning to unlisted property

Unlisted property funds had a stellar 2017, with total returns three times stronger than those of Australian equities, making it one of the year’s best-performing asset classes.

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Strategy

Early adoption of family SMSF strategies key

SMSF advisers must get on the front foot in relation to the opportunities for their clients’ family SMSF strategies arising from the federal government’s budget measure to increase the number of members allowed in a fund, an SMSF expert has said.

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Strategy

First home super saver measure overlooked

SMSF advisers must think outside the square when it comes to opportunities surrounding the First Home Super Saver Scheme (FHSSS) and remain vigilant for unexpected scenarios, according to DBA Lawyers.

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