News

Financial Planning

SMSF data reflects advice upside

SMSF advice opportunities

The most recent SMSF statistical overview released by the ATO points to a number of advice opportunities available for superannuants.

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Contributions

Crunch numbers correctly for Div 293

Division 293 concessional contributions

The prospect of paying excess tax on concessional contributions due to Division 293 means advisers should consider all factors that shape a client’s taxable income.

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ASIC

ASIC granted orders against developer

ASIC property developer

ASIC has moved to freeze the assets of a property developer who while unlicensed advised clients to roll super into an SMSF to invest in property developments.

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Appointments, Technology

Padua expands tech, marketing capability

Advice software and services provider Padua Solutions has appointed a new technical and marketing manager as demand for its services grows.

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Documentation

Off-the-shelf documents popular

off-the-shelf documents

The majority of advisers participating in a recent survey have indicated they favour using off-the-shelf documents for their SMSF clients.

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Trusts

Lag in trust entitlements receipt risky

SMSF trust entitlements

SMSFs should ensure they receive any entitlement from a trust before the end of the financial year to avoid in-house asset breaches and trust failures.

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Administration, Technology

SuperMate attains milestone

supermate SMSF administration

The SuperMate administration software platform is now servicing 1500 SMSFs a few months after the launch of the latest version of the service.

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ATO

Clock ticking for annual return lodgement

SMSF annual return lodgements

The ATO has reminded trustees to ensure all SMSF annual returns are lodged and up to date prior to the new financial year to avoid penalties.

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ATO, Contributions

Follow reserving advice closely

SMSF contribution reserving

SMSF members have been warned to stick to the rules when planning to use contribution reserving and follow the ATO’s guidance closely.

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Pensions

June pension commutations best

SMSF pension stream

Trustees considering commuting and restarting an income stream should cease the pension at the end of the financial year.

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