News : Superannuation

Superannuation

Consistent trusts prevent contested pensions

trusts contested pensions

Detailed procedures in trust deeds and correct commencement documents could be vital in preventing contested pensions from an SMSF.

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Financial Planning, Superannuation

Advice to overseas clients may be restricted

SMSF client overseas advice

SMSF clients living overseas may find they cannot receive advice from Australia or set up alternative structures to manage their interests despite recent changes announced in the budget.

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Documentation, Superannuation

Historical deed amendments need review

deeds amendments

New amendments to older trust deeds need to be carefully considered as previous conditions and changes may render future alterations void.

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Auditing, Superannuation

ATO to allow auditors to save ACRs offline

ATO auditors ACRs

SMSF auditors will be able to save an electronic copy of any contravention report they lodge, creating their own historical record, as part of new ATO changes.

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Superannuation

Rare benefit release gains relevance

super condition release

A relatively obscure unrestricted superannuation condition of release for SMSFs may now become more relevant as a result of recent legislative changes.

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Superannuation

SMSF members highly satisfied with funds

SMSF satisfaction

SMSF members are highly satisfied with their choice of superannuation fund and the sector has topped satisfaction ratings across all types of funds.

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Investments, Superannuation

Venture capital offers long-term returns

venture capital investment

Super funds should consider a longer-term venture capital investment as a way to avoid short-term equity market volatility.

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Cryptocurrency, Superannuation

Ownership a cryptocurrency issue

SMSFs cryptocurrency

The SMSF asset ownership rules have the potential to result in compliance issues for funds looking to invest in cryptocurrency.

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ATO, Superannuation

Visibility changes still need faster data

superannuation visibility

Changes to allow greater visibility of superannuation assets during a separation are positive, but faster collection and reporting of data is still required.

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Superannuation

COVID-19 provides sector boost

COVID-19 SMSF research

The COVID-19 pandemic has seen an increase in SMSF establishments over the year to March 2021.

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