News

Documentation

Clarity needed on BDBNs, pensions

An SMSF member’s ability to convert a pension established as non-reversionary into a reversionary pension through appropriate documentation remains a grey area, according to a lawyer.

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Documentation

SMSF investment record-keeping crucial

The level of detail needed for investment documents for an SMSF is determined by the fund’s trust deed, its investment strategy and the requirements of the tax and superannuation legislation, a technical expert has warned.

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Investments

When investing doesn’t always pay dividends

It makes perfect sense that investing in Australian companies, with the view to enjoying their dividend yield, has been the cornerstone of investing in this country for decades.

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Auditing

Audit proposal will boost costs

The federal government’s 2018 budget measure to allow SMSFs with a good compliance and record-keeping history the ability to switch to a three-yearly audit cycle will potentially increase costs for trustees and make the audit process more burdensome, according to an auditor.

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Investments

Investors inquiring about global valuations

In the shift from domestic shares to global equities in self-directed and SMSF portfolios, both advisers and investors are asking specifically about valuations.

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Superannuation

Victims of crime super consultation begins

The federal government has today released two draft proposals for public consultation around allowing victims of crime to access a perpetrator’s superannuation in certain circumstances.

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Business News

Fintech firm teams with SMSF software company

Financial services fintech firm Mafematica is partnering with BGL to provide retirement solutions to clients of BGL Corporate Solutions.

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Business News

Class, ASAP unveil actuarial partnership

Class has announced the addition of actuarial certificate services from an existing partner, digital SMSF advice provider ASAP Advice.

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Estate Planning

Check trust deed to protect super in estate planning

For many people, their superannuation is their biggest asset when they retire – and often when they die as well.

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Business News

ASIC funding laws introduced into Parliament

The federal government has today introduced the final bill for the Australian Securities and Investments Commission (ASIC) industry funding model into Parliament.

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