News : Strategy

Investment strategy causing angst

June 30, 2022

SMSF practitioners remain frustrated at the lack of definitive instruction and poor trustee attitudes in relation to fund investment strategies.

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Investments, Strategy

Investment strategies pass muster

May 31, 2022

Jason Spits

Few investment strategies are falling foul of the required standards, but the ATO has recommended trustees not rely on template solutions.

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Documentation, Strategy

Travelling trustees can’t override own EPOA

February 22, 2022

Jason Spits

SMSF trustees who are offshore can’t overrule their own legal representatives in Australia as the latter hold delegated power that can’t be pushed aside.

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Strategy, Superannuation

Rapid reserves drawdown possible

February 8, 2022

Jason Spits

The speedy drawdown of reserves in an SMSF is possible by introducing new members with large balances or breaching cap rules.

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Strategy, Technology

Investment strategy software of value

December 7, 2021

Darin Tyson-Chan

Accountants not satisfied with their current SMSF investment strategy template should consider using software developed specifically for this task.

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Strategy

Strategy review should dig deeper

July 27, 2021

Jason Spits

SMSF investment strategy reviews should look into issues beyond returns within a fund to ensure they are fully compliant with trustee obligations.

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Compliance, Strategy

Regular reporting not only about compliance

July 13, 2021

Darin Tyson-Chan

Regular SMSF reporting should be acknowledged for the strategic benefits it brings and not be regarded as just a compliance requirement.

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Strategy

Balance equality boost from new rules

July 7, 2021

Tia Thomas

It will be easier for spouses who are members of the same SMSF to even up their superannuation balance in the 2023 financial year due to the change in the work test rule.

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Pensions, Strategy