News : Superannuation

Contributions, Superannuation, Tax

Tax impact of withdrawals nuanced

Sound knowledge of the rules regarding super fund drawdowns is a must to determine the level of tax deduction available for a personal contribution.

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Auditing, Regulation, SMSF, Superannuation

New stakeholder in ASF Audits

ASF Audits, Fortitude, Nick Miller, Chris Atkins, Casey McGrath, Fortitude Investment Partners, Adelaide,

A private equity firm has taken a large stake in ASF Audits as one of its longest serving staffers announces his departure.

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Superannuation, Tax

Div 296 lapse shows sector strength

SMSF Association, Division 296, ATO, Legacy pensions, Centrelink, SMSF, Centrelink, Treasury, election,

The failure of the Division 296 tax bill to pass through parliament highlights the work done by the SMSF sector to raise awareness about problems with its structure.

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ATO, Legislation, SMSF, Superannuation, Tax, Trusts

Avoid state trustees in estate plans

Cooper Grace Ward, Sarah Camm, Gainer, Clinton Jackson, Annual Adviser Conference, Brisbane, ATO,

State or public trustees should be avoided as a back-up plan in SMSF estate plans as they often don’t want the job and assigning it to them could breach superannuation laws.

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Administration, ATO, SMSF, Superannuation

Trustees warned on early access

The ATO has warned trustees they will be held accountable for members who access super without meeting a legitimate condition of release.

The ATO has warned trustees they will be held accountable for members who access super without meeting a legitimate condition of release.

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Administration, ATO, Legislation, SMSF, Superannuation

Slight advisory impact, but no substance

Federal budget, financial advice, FAAA, Financial Advice Association Australia, ATO, Phil Anderson,

The federal budget has included a few measures impacting advisers, but lacks any detail regarding the greater financial services sector.

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Investments, Superannuation, Tax

Financial services stability welcomed

The 2025 federal budget has been recognised for providing stability for the financial services industry in anticipation of the impending election.

The 2025 federal budget has been recognised for providing stability for the financial services industry in anticipation of the impending election.

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financial advice, Pensions, Property, Retirement, SMSF, Superannuation

Debt-free retirement an advice opportunity

Financial advice to reduce mortgage advice will become increasingly crucial as more people carry debt into retirement.

Financial advice to reduce mortgage advice will become increasingly crucial as more people carry debt into retirement.

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financial advice, Investments, Property, SMSF, Superannuation

SMSFs stick with cash despite rate moves

RBA, ATO, Reserve Bank of Australia, Vado Private, Simon Arraj, SMSF assets, share market, credit,

SMSFs are holding onto cash despite a recent decline in term deposit and savings rates, which should prompt them to consider other sources of income.

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Education, LRBA, SMSF, Superannuation

LRBA rate gap a driver for change

The growing gap between the safe harbour interest rate for an LRBA and those on offer from commercial lenders may push some SMSFs to seek new borrowing arrangements.

The growing gap between the safe harbour interest rates for an LRBA and those on offer from commercial lenders may push some SMSFs to seek new borrowing arrangements.

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