News

ATO

SMSFs achieve positive return on assets

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The latest statistics from the ATO have revealed the SMSF sector is continuing to grow, with positive returns on assets, and increasing fund and member numbers.

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Strategy

Pension strategy can optimise falling markets

Innovative pension strategies can allow SMSF trustees to use the super reform regulations to benefit from falling markets, a superannuation specialist has said.

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Accounting

Accounting app captures business insights

Accountants, financial advisers and business owners have a new cloud-based application that will give them unrivalled insight into company financial performance, allowing smarter scenario planning and business analysis.

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Business News

Verante FP unveils knowledge centre

Verante Financial Planning has boosted its education efforts through its Financial Knowledge Centre, which includes a comprehensive module on SMSFs.

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Regulation

LRBA amendments poorly targeted

The SMSF Association has criticised a federal government proposal to make amendments to legislation in relation to limited recourse borrowing arrangements (LRBA).

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ATO

SMSFs already using TBAR

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The ATO has revealed SMSFs have been using its transfer balance account report (TBAR) to inform the regulator of events affecting their transfer balance cap and total super balance, with the system so far working well.

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ETFs

Market concerns over ETFs unwarranted

Accusations the exchange-traded fund (ETF) sector is creating an investment market bubble are unfounded and inaccurate, a financial services sector economist has said.

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Compliance

SMSF specialist designations not enough

The SMSF specialist adviser designation will not mean anything unless an adviser has completed other pieces of education under new educational requirements and professional standards for financial advisers, according to BT.

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Regulation

Alignment poor between super, age pension

A lack of coordination exists between superannuation policy and social security policy, and the poor alignment between the age pension and superannuation is an example of this, according to the SMSF Association.

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Superannuation

Total super balance key TBAR timing factor

The total super balance of the individual members of an SMSF is the determining factor of how often a particular fund will have to complete a transfer balance account report (TBAR), rather than the total super balance of the member who is drawing a pension.

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