News

ETFs

SMSF appetite for ETFs rebounds

Cash being handed to one person from another.

SMSF demand for exchange-traded funds (ETF) has resumed following a substantial decline in 2016, the latest industry research has revealed.

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Documentation

Topdocs unveils estate planning platform

Legal document provider Topdocs has released a new platform that enables financial planners and accountants to request online and full-service estate planning documentation and other services, including wills and enduring powers of attorney (EPOA).

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Compliance

ATO scrutinising all unit trust investments

The ATO is in the process of examining all SMSF investments in unit trusts as part of its compliance activities regarding related-party transactions, a technical expert has revealed.

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Compliance

Non-lodgement culprits on last notice

In the coming months the ATO will be increasing its activity against the most serious and common compliance breach, being SMSFs with significant balances that have continually failed to lodge an annual return.

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ATO

ATO announces TBAR frequency requirement

A hand holds a stopwatch.

The ATO has today handed down the outcome of its position paper, announcing that events-based reporting for SMSFs under its transfer balance account report (TBAR) regime will be limited to those SMSFs with members that have total super account balances of $1 million or more.

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Business News

KSI unveils landbanking fund for SMSFs

Sydney-based investment management firm KSI Investments has launched what it claims is the first landbanking fund aimed at SMSF members.

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Accounting

Prospective advice opportunity for accountants

Licensed accountants must take up the challenge of providing more proactive, prospective advice to their SMSF clients as issues such as taking a greater amount of their minimum pension income requires this shift under the new super reforms.

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Business News

Study uncovers SMSF gender behaviours

SMSF members; administrators

Gender bias leads SMSFs to invest in risky assets when comprised of more male trustees, however, gender bias is cancelled out by group bias when it comes to cash allocations, a new industry report has revealed.

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Regulation

TRIS treatment causing most angst

The September quarter round-up from BT Advice Technical showed most adviser queries during the three-month period centred on the treatment of transition-to-retirement income streams (TRIS).

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Retirement

Right retirement spending balance needed

The partner of a mid-tier accounting firm has warned retirees to find the right level of spending behaviour so as not run out of savings, but also not to live poor and die rich.

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