News : Strategy

Strategy

Know your partial and full commutations

partial full commutations

Understanding the difference between partial and full commutations of a pension can be crucial in managing retirement income for the year ahead.

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Strategy, Superannuation

Control is driver for fund set-ups

Control SMSF establishment

A new survey has confirmed control over retirement income investments is the chief reason for the establishment of SMSFs.

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Documentation, Strategy

Members must track contributions

smsf trustees contributions

SMSF members must track their ongoing contributions to ensure they can fully use bring-forward measures without creating an unexpected excess contribution.

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Strategy

Separate SMSFs a conflict fix

Separate SMSFs member conflicts

A specialist lawyer has suggested establishing separate SMSFs can help avoid member conflicts while still achieving the desired investment objectives.

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Accounting, Strategy

Workflow mapping key in meeting client demand

workflow SMSF

Planning annual workflow is essential to a firm’s ability to complete SMSF client work, but is a commonly overlooked area by accounting business owners, an accounting outsourcing specialist says.

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Documentation, Strategy

Joint ventures need proper structure

joint venture structure SMSF

A specialist legal firm has emphasised the need for joint venture arrangements involving an SMSF to be structured properly to avoid being caught by the in-house assets rule.

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Strategy

Non-cash recontributions tricky

Non-cash recontribution

A specialist adviser has recommended advisers looking to implement a withdrawal and recontribution strategy for an SMSF be wary when the process involves assets other than cash.

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Strategy

Indexation pause for bring forward contributions

Indexation bring forward contributions

Advisers looking at a bring forward strategy for clients may want to wait until possible indexation changes have been applied.

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Strategy

Don’t view indexation by itself

indexation SMSF contribution strategies

A technical manager has cautioned SMSF advisers and their clients not to consider indexation exclusively when formulating contribution strategies.

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Documentation, Retirement, Strategy

Managing relationship breakdowns in an SMSF

Apportioning SMSF assets

Apportioning SMSF assets when a relationship ends has significant consequences requiring careful consideration.

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