News : Superannuation

Regulation, Superannuation

Poll provides franking credit insight

A recent poll conducted by Wilson Asset Management (WAM) among its clients opposed to the Labor Party’s proposed franking credit refund policy has found 69.2 per cent of respondents stand to lose between $5001 and $30,000 a year should the measure be introduced.

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Superannuation

SMSFs unprepared, under-advised for SuperStream

SMSFs have a challenging road ahead of them in navigating the transition to SuperStream, exacerbated by the fact many do not seek professional advice, according to wealthdigital.

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Superannuation

Super hampered by misleading fee reporting

Actuarial firm Rice Warner has warned the superannuation industry is fraught with incorrect and misleading commentary on the level of fees for super funds, saying the focus should be on value.

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Financial Planning, Superannuation

Alternatives to super now a crucial discussion

SMSF practitioners need to be able to articulate other structures outside of superannuation to their clients as the limitations of the super environment may no longer deliver the best outcome for their retirement.

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Superannuation

PC report courageous, surprising: SMSF Association

SMSF Association chair Dr Deborah Ralston has labelled the Productivity Commission’s (PC) findings into SMSFs as surprising, given it acknowledged the difficulties in comparing the performance of Australian Prudential Regulation Authority (APRA)-regulated super funds and SMSFs.

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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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ATO, Regulation, Superannuation

SMSFs should share SuperStream costs

Extending the operation of SuperStream to SMSF rollovers will inflate costs for Australian Prudential Regulation Authority (APRA)-regulated funds, with little or no cost burden falling on the SMSF sector, according to an industry body.

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Compliance, Regulation, Superannuation

No issue in NALI measure becoming law

The federal government’s non-arm’s-length income (NALI) measure under its Superannuation Taxation Integrity Measures is reasonably non-controversial from a legislative perspective and will become law, according to an SMSF expert.

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ATO, Retirement, Superannuation

ATO rectifies market-linked pension anomaly

The ATO has announced a common-sense solution to the unintended consequences of its treatment of situations where a market-linked pension has been commuted and subsequently restarted in relation to an individual’s transfer balance cap.

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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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