News

Pensions

Quarterly TBAR not absolute

Quarterly TBAR

SMSF trustees can lodge their required TBAR more frequently than the soon-to-be mandated quarterly timeframe should it be beneficial to do so.

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Contributions

Partial property sales eligible for downsizer

Partial sales downsizer

Partial property sales can be used to make a downsizer contribution, but carving up land for the same purposes will not create eligible contributions.

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Auditing

Next SAN misuse mail-out in October

SAN misuse mail-out

The ATO will continue its work on clamping down on SMSF auditor number misuse with its next mail-out to auditors starting next month.

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Property

Private property debt fund launched

CrowdProperty Private real estate debt

CrowdProperty has released a private real estate debt fund that will help with SMSF portfolio diversification.

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NALI/NALE

NALE proactivity urged

NALE rules proactive

Superannuation advisers have been urged to take a more proactive stance on the non-arm’s-length expenditure law to expedite a satisfactory solution.

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Contributions

Contributions changes pique adviser interest

super contribution changes

Advisers are showing a high degree of interest in the changes to the downsizer contributions thresholds and the amendment to the work test rules.

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Pensions

TBC rise may be frozen

Budget pressures may head off any increase to the transfer balance cap with the government imposing a freeze to recoup some tax savings.

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Appointments

SMSFA expands tech services

SMSF Association technical services

The SMSF Association has added new material to its technical content library and another member to it technical services team.

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Investments

Symmetry Group broadens consumer offering

Symmetry Group OpenInvest

Consumers have access to a new digital investing service that will allow them to enjoy professional investment services in a cost-effective manner.

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Auditing, Technology

Data feeds fail audit standard

data feeds smsf audit

Data feeds cannot replace physical bank statements to verify the monetary transactions entered into by an SMSF for the fund’s year-end audit.

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