News

Work test definition not decided by clients

March 9, 2020

Advisers abusing the definition of gainful employment under work test rules for their clients’ benefit will find themselves outside the law, according to an SMSF advice specialist.

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Investments, Strategy

Trustees not reaping full benefit of SMSFs

March 9, 2020

Tharshini Ashokan

Many trustees are too busy to implement an investment strategy for their fund that will maximise the benefit of having an SMSF, a superannuation expert says.

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Property

Buying a property via an SMSF

March 9, 2020

Meg Heffron

Acquiring a property within an SMSF is a common transaction, but there are some important rules to consider when doing so.

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Retirement, Superannuation

Work test amendments drafted

March 5, 2020

Darin Tyson-Chan

The federal government has released draft legislation to modify the work test rules associated with superannuation contributions for older Australians.

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Regulation

Hawking ban to strengthen sector integrity

March 5, 2020

Darin Tyson-Chan

Draft legislation released by the federal government prohibiting the hawking of financial products has received SMSF Association endorsement.

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Insurance, Superannuation

Member death can benefit SMSF tax position

March 5, 2020

Jason Spits

A new private binding ruling has shown SMSFs can make tax deductions off the back of insurance premiums paid on behalf of a deceased member.

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Investments

Clime unveils self-directed portfolio range

March 5, 2020

Tharshini Ashokan

Clime Investment Management has launched a range of self-directed investor model portfolios in partnership with the OpenInvest platform.

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Compliance, ETFs

ETFs minimise adviser compliance risk

March 5, 2020

Darin Tyson-Chan

A panel of industry stakeholders has agreed the use of exchange-traded funds can allow advisers to reduce their compliance risks.

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Strategy

Plan for end of SMSF at its start

March 4, 2020

Jason Spits

SMSF advisers should consider how an SMSF will be wound up at the time of its establishment and hold those discussions with clients to avoid any future difficulties.

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Financial Planning

Market uncertainty requires specialist advice

March 4, 2020

Tharshini Ashokan

The market impact of the coronavirus outbreak and the latest RBA rate cut has heightened the need for specialist SMSF advice, the SMSF Association says.

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