News

Documentation, Tax

Testamentary discretionary trust death benefit bonus

SMSF death benefits can be better protected from external threats and receive more favourable tax treatment with the use of a testamentary discretionary trust.

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ATO, Property, Superannuation

ATO provides tips on FHSSS forms

The ATO has offered tips for fund members who are required to complete the First Home Super Saver Scheme release authorities.

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ATO, Auditing

ATO letters flag auditor number misuse

Auditors have received letters from the ATO with a list of SMSFs to verify the correct use of auditor numbers.

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Retirement, Superannuation

SMSF sector to hold market share for next decade

The SMSF sector will retain a steady share of the superannuation market, but further growth will be hampered by government and demographic changes.

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Property, Retirement

Home equity release product to aid retirement

Individuals looking to top up their superannuation balances and fund other financial requirements in retirement now have a new facility to do so.

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Accounting, Compliance, Platforms

Advice firm offers licensees new compliance solution

A Victorian advice firm has teamed with a large-scale software developer to offer advice groups a new compliance system.

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ATO, Superannuation

ATO rectifies two recent errors

Two recently detected documentation errors have been addressed by the ATO.

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Commercial Property, Property

Online competition a challenge for retail property

The traditional retail property space continues to face pressure from online competitors.

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ASIC

SMSF firm loses appeal for AFSL

The Administrative Appeals Tribunal has upheld ASIC’s decision to refuse a limited Australian financial services licence to a company that wanted to provide SMSF product advice.

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ETFs, Investments

ETFs find favour as SMSFs seek global exposure

ETFs have been the main beneficiary of an interest in international equities from SMSFs during the second half of 2018.

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