News

Property

Victorian govt tightens grip on SMSF duty exemptions

Victorian SMSF duty exemptions

The Victorian State Revenue Office is drawing a hard line on the duty exemptions available to beneficiaries of SMSF-owned properties, DBA Lawyers says.

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Investments, Property, Superannuation

Making SMSF investments via unit trusts

SMSF investments unit trusts

A unit trust is a popular structure for holding property and other investments and this article examines numerous methods of how an SMSF may invest in a range of unit trusts. Multiple unitholders Many publicly offered managed investment funds are structured as unit trusts to allow multiple investors to invest in a diversified investment portfolio. […]

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Financial Planning

Challenging times not deterring advisers

number of financial advisers

The anticipated reduction in financial adviser numbers is less significant than predicted, a recent survey has shown.

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Estate Planning, Succession Planning

SMSF succession plan hangs on correct reading of deed

SMSF succession plan deed

SMSF succession plans need to start with an examination of the deed, as well as later changes, to ensure the plan can be made operative in the future, an SMSF expert has advised.

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Residential Property

Joint property ownership opens asset loss risk

SMSF joint property ownership

Trustees need to be aware of the issues that can arise when their SMSF owns less than the whole interest in a property, a specialist legal firm says.

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Investments

Directly held shares dominant with SMSFs

Directly held Australian shares SMSF

A specialist administration software firm’s statistics have confirmed the popularity of Australian shares among SMSF investors.

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Regulation

Regulation uncertainty to escalate adviser struggles

financial advisers regulatory uncertainty

The latest sector research shows advisers expect the challenge of regulatory uncertainty to increase when it comes to servicing SMSF clients.

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Insurance

Wrong insurance premium payments may hit pensions

SMSF life insurance premiums

SMSF members paying life insurance premiums from their fund may lose its benefits if they don’t fully consider which fund account will provide the payments.

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Accounting, Superannuation

SMSF sector leads in growth, assets

SMSF sector growth assets

A new report into the financial services industry has highlighted the strong growth of the SMSF sector, which continues to hold a dominant place within superannuation.

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Estate Planning

Advisers should recognise death benefit red flags

estate planning death benefit strategies

Better estate planning outcomes can potentially be achieved if advisers identify concerning aspects of death benefit strategies at their outset, according to an SMSF technical expert.

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