News

Contributions, Property

In-specie contribution reserving valid

Changes to the superannuation rules mean the use a reserving strategy to make an in-specie contribution to an SMSF may be possible.

Changes to the superannuation rules mean the use a reserving strategy to make an in-specie contribution to an SMSF may be possible.

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Investments

More SMSF interest for private credit

SMSF trustees have channelled significantly more money into the private credit asset class as they adapt to their changing investment environment.

SMSF trustees have channelled significantly more money into the private credit asset class as they adapt to their changing investment environment.

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ATO, Compliance

Education directive process confirmed

The ATO has stipulated how it will enforce compliance for trustees who make inadvertent errors and when to escalate that approach.

The ATO has stipulated how it will enforce compliance for trustees who make inadvertent errors and when to escalate that approach.

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financial advice, Financial Planning

AFCA super rules need reforming

The FAAA has called for the Australian Financial Complaint Authority to reconsider its rules regarding actions against superannuation funds.

The FAAA has called for the Australian Financial Complaint Authority to reconsider its rules regarding actions against superannuation funds.

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Pensions, Regulation

Legacy pension amnesty process clarified

Legacy pensions that are not commuted will now retain their asset test exempt status under new rules released by the government.

Legacy pensions that are not commuted will now retain their asset test exempt status under new rules released by the government.

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financial advice, Financial Planning

Advised Australians increasingly confident

Australians receiving financial advice are increasingly more confident about their financial future than those who are not advised.

Australians receiving financial advice are increasingly more confident about their financial future than those who are not advised.

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ETFs, Investments

Second Global X growth focused ETF

Global X has added a second Growth at a Reasonable Price ETF to its product suite focusing on quality Australian companies.

Global X has added a second Growth at a Reasonable Price ETF to its product suite focusing on quality Australian companies.

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Auditing, Property, Valuations

Can SMSF trustees value property?

The proper valuations of SMSF held properties continues to raise questions among trustees as they remain unclear as to what they can actually do.

The proper valuations of SMSF held properties continues to raise questions among trustees as they remain unclear as to what they can actually do.

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financial advice, Financial Planning, SMSF

SMSF structure stymies compensation

The Compensation Scheme of Last Resort has called for changes to payments that could be delayed due to SMSF trust structures.

The Compensation Scheme of Last Resort has called for changes to payments that could be delayed due to SMSF trust structures.

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Death benefits

Court can give death benefit guidance

SMSF trustees who are unsure as to their death benefit payment responsibilites can approach the court to guide them through the process.

SMSF trustees who are unsure as to their death benefit payment responsibilites can approach the court to guide them through the process.

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