News

Miller joins Smarter SMSF in new role

February 16, 2023

Smarter SMSF has recruited SuperGuardian’s Tim Miller to a new role which will expand the education offering of the CPD and document provider.

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financial advice

QAR recommendations will build on FoFA

February 16, 2023

Darin Tyson-Chan

The recommendations from the QAR have been made with a view to build upon past legislation that has established the current advisory framework.

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Insurance

Analyse income protection payments

February 15, 2023

Darin Tyson-Chan

The proceeds of a successful temporary incapacity insurance claim cannot automatically be passed on in its entirety to the insured SMSF member.

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Contributions

Advisers can address TBC uncertainty

February 15, 2023

Jason Spits

Super fund members will not have certainty around the personal TBC until well after 1 July but financial advisers can help them calculate an estimate.

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Death benefits

Benefit guidance creates more questions

February 15, 2023

Jason Spits

Recent ATO guidance has added confusion to situations where a member dies before their super benefit payment request has been made.

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Investments

Cash becoming SMSF king again

February 15, 2023

Darin Tyson-Chan

Trustees are beginning to favour cash products for their liquidity needs once more as revealed by the latest analysis of SMSF portfolios

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Retirement, Superannuation

Job ending not always time critical

February 14, 2023

Darin Tyson-Chan

The termination of employment is not time sensitive when looking to satisfy the definition of retirement once an individual reaches preservation age.

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Death benefits

Member benefits ruling limited

February 14, 2023

Jason Spits

SMSF trustees should not rely on past private binding rulings when assessing if a member benefit can still be paid after the death of a member.

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Compliance

Trustee disqualifications rise

February 14, 2023

Jason Spits

The ATO has disqualified 130 SMSF trustees in the last quarter after disqualifying around twice that number in the previous quarter.

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Insurance

INFO 274 could cause PI issues

February 13, 2023

Darin Tyson-Chan

Advisers with SMSF clients should review their professional indemnity cover to determine if there are any policy restrictions regarding those services.

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