News : Superannuation

SMSF, Superannuation

SMSFA urges change in narrative

Meg Heffron, Peter Burgess, Heffron, SMSF Association, 

The SMSF sector should boost its messaging around the benefits of self-managed funds, with its industry body looking into how it can take the lead in this area.

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Business News, SMSFA, Superannuation

Younger trustees dominate new SMSFs

Class Benchmark Report, Stake, Jon Howie, Class, Tim Steele, SMSF Association National Conference 2025, Melbourne, SMSF,  

Younger superannuants continued to be responsible for the majority of SMSF set-ups in the six-month period to December 2024.

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Accounting, financial advice, Financial Planning, Superannuation

Reconsider accountants advice role

Accountants, superannuation advice, New Class of Adviser, Institute of Financial Professional Australia, IFPA, Natasha Panagis, ATO portal, registered tax agent, limited licensing

The ability for the proposed new class of adviser to provide super advice has reignited calls for accountants with their higher qualifications to be able to do the same.

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Commercial Property, Education, financial advice, SMSF, Superannuation

BRP test hinges on business operation

Property, commercial, Business real property. Natalie Scott, Accurium, 

Whether a tenant uses a premises to operate a commercial enterprise is the sole determining factor in satisfying one of the business real property criteria.

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Estate Planning, Superannuation

Intestacy may block super benefits

The lack of a will may require someone administering an estate to make their own application for super benefits given the direction of recent case outcomes.

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Contributions, Insurance, Superannuation

Clarity needed on insurance benefits status

Clarification is needed on the treatment of life insurance benefits inside superannuation after a draft tax ruling stated they could be viewed as income or contributions.

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Accounting, Legislation, SMSF, Superannuation, Tax

Trust low over ALP super policy

The latest research into consumer sentiment regarding superannuation policy has shown a distinct distrust in the government among Australians.

The latest research into consumer sentiment regarding superannuation policy has shown a distinct distrust in the government among Australians.

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Superannuation, Tax

Div 296 delay shows support uncertain

Division 296 tax Senate Crossbench SMSF Association Peter Burgess $3 million super cap bill credit card and debit card surcharges unrealised capital gains

The absence of the Division 296 bill in the current proceedings of the Senate indicates the government lacks the support to pass it and is working to convince crossbenchers.

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Death benefits, Superannuation

Remove death benefit lump sum limits

Removing the limit on the number of death benefit lump sums that can be made from super is an easy change that could be made and would reduce breaches of payment regulations.

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Superannuation, Tax

Division 296 deliberately deceptive

Division 296 tax Financial Services Council Blake Briggs Superannuation Self-managed superannuation SMSF

A leading industry figure has accused the federal government of intentionally misleading the public as to who the Division 296 tax will ultimately impact.

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