News : Superannuation

Superannuation, Tax

Greater tax benefit focus needed

SMSF tax minimisation

Advisers and accountants need to pay more attention to tax minimisation strategies for their SMSF clients.

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ASIC, Superannuation

Two unlicensed operations shut down

unlicensed financial services

Federal Court orders to have two unlicensed financial services companies wound up have been obtained by ASIC.

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ATO, Superannuation, Tax

NALI homework tripping up trustees

NALI rules SMSF trustees

SMSF trustees are still falling short of meeting the rules surrounding arm’s-length transactions despite many putting in the effort to better understand their obligations.

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Business News, Superannuation

AMP releases new super podcast

AMP superannuation podcast

AMP has launched a podcast series aimed at improving Australians’ knowledge and understanding of the super system.

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Superannuation

Timing critical for contribution splitting

contribution splitting timing

Timing is essential for the successful application of contribution splitting strategies, a technical expert says.

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Superannuation, Tax

Indexation preparation lax

TBC indexation

Nearly two thirds of financial advisers and accountants are yet to determine the effect transfer balance cap indexation will have on their client bases.

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Superannuation

Accounting bodies raise bill objections

Your Super bill objections

CPA Australia and Chartered Accountants Australia and New Zealand have raised concerns about a superannuation bill in a joint Senate committee submission.

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Strategy, Superannuation

Peak TBA level fixes indexation

Peak TBA indexation

The highest recorded transfer balance account amount determines how much of the transfer balance cap indexation an individual is entitled to use.

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Superannuation, Technology

SuperStream assistance will pay off in future

Superstream rollovers

SMSF practitioners should take a proactive approach to ensuring clients’ funds are ready for the SuperStream system, particularly if fund rollovers are likely to happen in the near future.

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Documentation, Superannuation

New rollover verification for APRA funds

rollover verification APRA SMSF

APRA-regulated funds dealing with a rollover to an SMSF will be required to use a new ATO verification service that came online this month.

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