News

SuperStream

SuperStream not default option in separations

SuperStream may not be the default rollover option for SMSF trustees who are separating with regulations and family law orders playing a role in how different assets will move.

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ETFs, Investments

SMSF trading offering launched

A global online trading platform has expanded its Australian services to include SMSF investors, offering zero cost on fees and specific trades.

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Retirement

Inflation concerning pre-retirees the most

The rising cost of living is having a significant effect on Australians approaching retirement, heightening worries over outliving their savings.

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Retirement, SMSF, Superannuation

Benefit types important for TRIS

TRIS, unrestricted non-preserved benefits, Institute of Financial Professionals Australia, IFPA, Natasha Panagis, IFPA 2025 Conference and Expo,

The make-up of an SMSF member’s benefits should be taken into account before starting a TRIS to achieve the optimal outcome from the action.

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ATO, SMSF, SuperStream

Dispute intervention not an ATO role

There should be no expectation among SMSF trustees that the ATO will have any involvement in member disputes except in specific circumstances.

There should be no expectation among SMSF trustees that the ATO will have any involvement in member disputes except in specific circumstances.

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ATO, SMSF, Superannuation

Excess release less work than SG opt-out

Releasing excess concessional contributions is easier than trying to opt out of super guarantee payments that created the surplus in the first place.

Releasing excess concessional contributions is easier than trying to opt out of super guarantee payments that created the surplus in the first place.

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Compliance, Regulation, SMSF, Superannuation

Court orders wind-up of rollover scheme

A managed investment scheme linked to superannuation rollover advice will be wound-up after the Federal Court ordered its closure.

A managed investment scheme linked to superannuation rollover advice will be wound up after the Federal Court ordered its closure.

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ETFs, Investments

ETF growth continues without pause

Global X, Australian Securities Exchange, ASX, Artificial Intelligence, AI,

The ETF sector has grown by more than 25 per cent over the past year, with investors mainly choosing to invest via broad-based, low-cost funds with wide index exposure.

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Contributions, SMSF, Tax

Reserving useful to stymie Div 293

SMSF members facing a Division 293 tax bill should consider a contribution reserving strategy as a method to offset the additional impost.

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Regulation, SMSF

SMSFA urges cybersecurity alertness

The cyberattacks directed at several public offer funds should provide SMSF trustees with a reminder to employ best-technology security practices.

The cyberattacks directed at several public offer funds should provide SMSF trustees with a reminder to employ best-technology security practices.

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