News

Cash becoming SMSF king again

February 15, 2023

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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NALI/NALE

Current penalties sufficient for NALE

February 13, 2023

Jason Spits

The current tax penalty regime can address breaches of the NALE provisions without the outsized penalty model put forward by the government.

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Business News

Selfwealth teams up with Xpress Super

February 13, 2023

Darin Tyson-Chan

Investment platform provider Selfwealth has partnered with Xpress Super giving clients access to cost-effective SMSF administration services.

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Education

Heffron releases entry level SMSF course

February 13, 2023

Jason Spits

Heffron has released a new course aimed at accountants, auditors and advisers moving into the SMSF space building on its previous education offerings.

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financial advice