News

Administration, Superannuation

BT Panorama FUA grows by 74 pct

BT Panorama’s funds under administration (FUA) have risen by 74 per cent to $11.7 billion since 1 October 2017, with SMSFs accounting for $4.7 billion of total FUA.

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Education

SuperConcepts unveils technical support service

SuperConcepts has launched a technical support service for SMSF practitioners that will be available to anyone outside the firm’s client base for the first time.

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Auditing, Compliance

Five reasons why a data feed isn’t an SMSF audit

There is a perception in the SMSF industry that once a data feed is in place, there is nothing left for an auditor to do.

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Compliance, Regulation, Superannuation

Trust deed position for FHSSS confused

The role an SMSF trust deed plays in allowing the use of the First Home Super Saver Scheme (FHSSS) remains slightly unclear, according to a superannuation specialist lawyer.

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Compliance

SMSFs must tackle looming dementia issue

The reality of mental incapacity later in life needs to be urgently addressed by all SMSF trustees and practitioners to protect against complex scenarios and outcomes, an SMSF expert has warned.

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Compliance, Superannuation

Court confirms attorney powers for BDBNs

In a significant judgment, the Supreme Court of Queensland has confirmed an attorney has the power to make, renew or extend a superannuation binding nomination on behalf of a member.

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Superannuation

Industry body welcomes new ministers

The SMSF Association has emphasised it is keen to discuss Labor’s proposal to scrap cash refunds for excess dividend imputation credits with the relevant new ministers in Prime Minister Scott Morrison’s government.

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Strategy, Superannuation

Accumulation account cashing out considerations

Many wealthier super members took action in 2016/17 to reduce their retirement-phase pension accounts to $1.6 million. At the time, they generally did so by rolling back the excess to an accumulation account because this was often the simplest and quickest approach to take.

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Investments, Portfolio Construction, Retirement

SMSFs confident in navigating retirement

Decision-making in retirement is generally better embraced and managed by SMSF trustees compared to non-SMSF superannuants, an investment manager has said.

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Regulation

All SMSFs will feel brunt of PC findings

No SMSF can escape being affected by the Productivity Commission’s draft report into competition and efficiency in superannuation and its findings about the SMSF sector, according to Chartered Accountants Australia and New Zealand (CAANZ).

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