News

Estate Planning, Succession Planning

Wider asset pool key to SMSF advisers’ future

estate planning SMSF advisers

SMSF advisers should expand their skills to include estate planning to engage with clients who will pass on trillions to family in the next 20 years.

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Education, FASEA

SMSF-specific education crucial

SMSF specific qualification

Advisers looking to provide SMSF advice should be required by FASEA to complete an SMSF-specific qualification, the SMSF Associations says.

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Financial Planning, Retirement

Super, advice reduce retirement income stress

retirement income stress

Superannuation savings and financial advice are have been identified as key drivers in reducing stress around retirement income adequacy.

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ETFs

Van Eck provides new income solution

ETF model portfolio income

A new exchange-traded fund model portfolio aimed at providing investors, particularly retirees, with a better income solution has been introduced to the market.

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Auditing, Regulation

SAN misuse needs harsh penalty

SMSF auditor numbers

Tax agents found to have deliberately misused SMSF auditor numbers should have suitably severe punishment handed down to them, a specialist auditor has said.

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Regulation, Superannuation

Number of TSB thresholds should be cut

total superannuation balance thresholds

The number of total superannuation balance thresholds in use is confusing for trustees and advisers and should be reduced to two simple benchmarks, according to the SMSF Association.

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ATO, Superannuation

ATO clarifies SG clearing house cut-off

Superannuation clearing house

A recent ATO guideline will benefit employers using the regulator’s Small Business Superannuation Clearing House to pay super contributions.

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Administration, ATO

SMSFA wants better data access

SMSF ATO data

The SMSF Association is pushing for ATO data to be made available to a greater number of practitioners.

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Compliance, Superannuation

TBC indexation determined in late January

Transfer balance cap indexation

Superannuants will know in late January whether indexation will be applied to the transfer balance cap from 1 July 2020.

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Documentation, Superannuation

Ordinary company not for corporate trustees

ordinary companies corporate trustees

Corporate trustees should only be using special purpose company structures and failing to do so may be considered a breach of superannuation regulations.

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