News

Pensions

TBC increase not just about pensions

Indexation, general transfer balance cap, superannuation, BT, Michael Tran, total super balance, TSB, co-contributions, spouse contribution, tax offset average weekly ordinary time earnings, AWOTE

The indexation that will be applied to the general transfer balance cap, taking it to $2 million, will also have other non-pension implications.

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Cryptocurrency, ETFs, Investments

Advised funds have more diverse portfolios

SMSF, diversified portfolio, Ausiex, ETF, listed investment companies, listed investment trusts, real estate investment trusts, REITS, Brett Grant, cryptocurrency

New analysis shows advised SMSF investors have a wider variation in portfolio holdings and asset allocation compared with non-advised funds.

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Pensions

Smarter SMSF opens legacy pension hub

Smarter SMSF, legacy pensions, Legacy Pension Hub, commutation, market-linked pensions, lifetime complying pensions, life expectancy complying pensions, reserve allocations, Aaron Dunn, SMSF deed, Tim Miller, market-linked pension, lifetime complying pension, life expectancy complying pension

Smarter SMSF has developed a hub for resources to assist in the commutation of legacy pensions, linking it to the platforms of major administrators.

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Investments

Real estate trusts overlooked

SMSF, real estate investment trusts, REIT, LaSalle Investment Management Securities, Matthew Sgrizzi, income return, interest rates

Real estate investment trusts have been overlooked due to the noise generated by a handful of technology stocks, but the sector is primed for a strong period of returns.

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Contributions, Superannuation, Tax

Contribution can equal forgiven charge

An invoice issued by a trustee to their own SMSF for services but then forgiven can determine the value of the contribution needing to be recorded.

An invoice issued by a trustee to their own SMSF for services but then forgiven can determine the value of the contribution needing to be recorded.

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ATO, Auditing, Compliance

Trustees should be proactive with breaches

Trustees who have a contravention in their fund should be proactive in providing information about the mistake, its rectification and the action they have taken to prevent a reoccurrence.

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ATO, Business News, Compliance, SMSF, Superannuation, Tax

ATO releases auditor priorities

The volume and cost of SMSF auditors’ work will be key areas of focus for the ATO in the coming year, with outliers likely to draw attention.

The volume and cost of SMSF auditors’ work will be key areas of focus for the ATO in the coming year, with outliers likely to draw attention.

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Auditing

Data reflects interesting audit trends

The latest industry statistics recently released by the ATO have uncovered some interesting developments among registered SMSF auditors.

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Accounting, financial advice, Financial Planning

Accountants’ advice role to be upped

Accountants, ATO portal, Treasury, Tax agents, Shadow minister for Financial Services, Luke Howarth, SMSF Association National Conference 2025,

Accountants will be allowed to play a more significant role in the provision of financial advice should the coalition win the next federal election.

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Investments

Advised SMSFs see better share trades

Advised SMSFs have generated better value on their share trades as the overall number of funds trading online increases.

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