News

Documentation, Strategy

Members must track contributions

smsf trustees contributions

SMSF members must track their ongoing contributions to ensure they can fully use bring-forward measures without creating an unexpected excess contribution.

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Education

Kaplan winds up flagship education offering

Kaplan DFP

Kaplan Professional has confirmed its Diploma and Advanced Diploma of Financial Planning will no longer be offered going forward.

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ATO, Superannuation

Accounts deadline for ATO only

SMSF financial accounts ATO

A proposed deadline for the finalisation of SMSF accounts will only increase the penalties the ATO can apply and do nothing for SMSFs, industry bodies have claimed.

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Superannuation

Small SMSFs develop rapidly

low balances SMSFs

The latest industry research has shown SMSFs with low balances grow to levels allowing them to become cost-efficient very quickly.

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ASIC

Court action over SMSF advice EU

accountant SMSF advice

ASIC has returned to court to force an accountant to comply with the terms of an enforceable undertaking relating to a banning for SMSF advice.

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ATO

ATO flags valuation guidelines

SMSFs market valuation

The ATO has stressed the need for correct market valuations of assets for SMSF annual returns.

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Retirement

Self-funded retirees welcome review report

Self-funded retirees review

Self-funded retirees have welcomed the Retirement Income Review final report as a necessary, fact-based appraisal useful for creating new policies.

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Retirement

Cost of retirement up in September quarter

Cost of retirement

Retirees’ cost of living and spending rose during the September quarter despite the effects of the COVID-19 pandemic becoming less pronounced.

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Superannuation

SMSFs are cost-competitive

SMSFs running costs

SMSFs with balances of $200,000 or more are as cost-effective as public offer funds, new research has shown.

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Retirement

Retirement system ontrack

Retirement income system

The federal government has highlighted findings from the Retirement Income Review final report that the current model is adequate and functional.

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