News

Compliance, Pensions, Strategy

Disregarded small fund asset awareness needed for ECPI

Financial advisers and their SMSF clients need to consider the new rules pertaining to disregarded small fund assets when assessing whether an actuarial certificate will be needed to claim exempt current pension income (ECPI), an industry technical expert has said.

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Property

AMP exits SMSF property lending

Financial services giant AMP has joined the big four banks in discontinuing SMSF property lending.

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Property, Retirement, Strategy

SMSFs warned on retail property sector

Small and medium-sized enterprises (SME) involved in retail should use extra caution about using their SMSF to buy their business premises due to concerns about falling income returns, a specialist commercial property lender has said.

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ATO, Compliance, Management

Trustee motivation on ATO’s radar

Hostplus; SMSF; investment

The tax office has flagged it will continue to monitor the establishment of SMSFs and will closely focus on the motivations of trustees during the registration process to ensure they are clear on their intentions with the fund.

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Regulation, Retirement, Superannuation

SMSF trustees face double whammy

SMSF trustees are facing adverse consequences from two policy proposals should Labor win the next federal election, according to a superannuation educator.

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ETFs, Investments

Positive market prompts low diversification

Australia will need to experience a fluctuating market and volatility for SMSFs to construct diversified portfolios, despite the current high use of exchange-traded funds (ETF), according to iShares.

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Estate Planning

Will key when paying super benefits into estate

Paying superannuation death benefits into an estate provides flexibility from the limitations of super law, but it is vital for the will to cater to this scenario, a lawyer has warned.

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ATO, Business News

Aussiegolfa legal battle concludes

Federal Court proceedings to consider the application of super legislation to allow investment in the DomaCom fund by an SMSF where a related party is the tenant in an underlying property have come to a close.

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ASIC

Review uncovers delays in breach reporting

A new report from the Australian Securities and Investments Commission (ASIC) has identified serious, unacceptable delays in the time taken by Australia’s major financial institutions to identify, report and correct significant breaches of the law.

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Management

SMSFs rank control over performance

People in SMSFs pay little heed to the performance of their fund and prioritise control, and this is reflected in the composition of their portfolios, according to Bell Direct.

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