News : Superannuation

ATO, Property, Superannuation

ATO provides tips on FHSSS forms

The ATO has offered tips for fund members who are required to complete the First Home Super Saver Scheme release authorities.

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Retirement, Superannuation

SMSF sector to hold market share for next decade

The SMSF sector will retain a steady share of the superannuation market, but further growth will be hampered by government and demographic changes.

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ATO, Superannuation

ATO rectifies two recent errors

Two recently detected documentation errors have been addressed by the ATO.

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Education, Platforms, Superannuation

Hub24 unveils education service

Hub24 has announced the release of a managed portfolio education facility for financial advisers that will be available in different formats.

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Pensions, Superannuation, Tax

Time to review pension payment rules

There were changes from 1 July 2017 altering which pension payments could be counted towards meeting a client’s minimum payment obligations for the year. It makes sense to review the new rules.

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Superannuation

Early release on compassionate grounds misconstrued

The ATO has revealed the circumstances allowing the early release of superannuation benefits on compassionate grounds in general have been misunderstood.

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Superannuation

From the editor: R-E-S-P-E-C-T

We’ve just returned from another SMSF Association National Conference and over the 12 years I have been covering this event the sector really has come a long way.

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Superannuation, Tax

Labor policy scraps tax equality

The scrapping of franking credit refunds unfairly targets SMSFs and goes against principles of equity within the taxation system according to the SMSF Association.

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Superannuation, Tax

Franking credits policy won’t weaken sector

The SMSF industry remains buoyant despite the franking credits proposal, indicating short term tax policy changes will not stifle the sector.

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Retirement, Superannuation

Retirement status critical for TRIS

Advisers need to correctly assess the retirement status of clients to avoid TRIS problems.

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