News : Superannuation

Financial Planning, Superannuation

Advisers still unclear on SMSF set-up

SMSF personal advice

Advisers are still uncertain as to what is considered advice when setting up a fund for a client, with trustee structures being a trap for the unaware.

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Superannuation

Canberra has 10 per cent SG limit

Superannuation guarantee

A Liberal MP has suggested there is no support on either side of the political fence to set the superannuation guarantee rate any higher than 10 per cent.

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Regulation, Superannuation

Super sector will be reformed despite fund inertia

superannuation reform member interests

The superannuation sector needs to move past the sacred cows of its origins and serve the interest of members or run foul of the reform agenda of the federal government.

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Superannuation

SMSFs a top 10 advice motivator

SMSFs top 10 advice

Advice regarding SMSFs has ranked among the top 10 most popular reasons for Australians to seek financial planning services, a new Australian Securities and Investments Commission report has shown.

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Property, Superannuation

Foreign purchaser duty may hit overseas-born trustees

foreign purchaser duty overseas-born trustees

SMSFs with New Zealand-born trustees may be considered as foreign trusts if the trustees don’t hold a residency visa at the appropriate time.

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Financial Planning, Superannuation

Large lump sum death benefits hard to swallow

lump sum death benefits

Large lump sum death benefits can place surviving SMSF members with higher balances in a vulnerable situation, a wealth management expert says.

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ATO, Investments, Superannuation

ATO requests SMSFs show detailed investment strategy

ATO SMSFs investment strategy

The ATO will ask some SMSFs to produce detailed investment strategies to justify why their investments are held in single assets.

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Compliance, Superannuation

Trustees reminded to self-report SMSF breaches

SMSF trustees contraventions ATO

The ATO has given SMSF trustees a reminder to self-report any contraventions, but also to be prepared to come with solutions when seeking its help.

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Superannuation

SMSF practices with high fund numbers lead market

Small medium-sized SMSF practices funds

Small and medium-sized SMSF practices are the dominant advice providers, servicing more than half of the funds administered by one service provider.

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Regulation, Superannuation

SuperStream deferral introduced into parliament

SuperStream deferral

Regulations that will push back the start date of SuperStream for SMSFs into 2021 have entered parliament, locking in the deferred timetable released earlier this year.

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