News

Strategy

SMSFA endorses downsizing initiative

The SMSF Association has applauded the federal budget provision that will allow retirees to contribute up to $300,000 from the sale proceeds of their homes when downsizing as a non-concessional superannuation contribution regardless of their $1.6 million total super balance.

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Business News

Diversified fund enhancements good for SMSFs

Vanguard Australia yesterday announced it would revise the strategic asset allocation for its suite of diversified funds from 1 July, which in turn would help trustees with the diversification needed to achieve their retirement goals.

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Superannuation

The ABCs of CGT in SMSFs

With all of the super changes due to hit from 1 July 2017, capital gains tax (CGT) and its potential relief is one of the most front-of-mind issues for advisers and their clients.

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Practice Management

TPB issues confidentiality guidance

The Tax Practitioners Board (TPB) has released an information sheet detailing the obligations of advisers in relation to confidential client information as outlined in the industry body’s Code of Professional Conduct.

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Business News

Two SMSF-related items likely in budget

AMP Capital chief economist Shane Oliver expects tomorrow night’s federal budget will contain a couple of items that will have an impact on SMSF members.

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Strategy

Currency play strong among SMSFs

More SMSFs are taking strategic positions in hedged exchange-traded funds (ETF) in order to deal with currency risks, according to State Street Global Advisors (SSGA).

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Regulation

SMSF boomers, gen X face worst impact of laws

The incoming superannuation rules will impact on a significant percentage of SMSFs, with baby boomers and older members of gen X to be hit hardest by the changes, the latest analysis from Class has revealed.

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Estate Planning

Super rules require estate plan strategies

In the new world of superannuation starting on 1 July, a well-thought-out estate plan must consider key strategy options for trustees and members of an SMSF, according to an industry executive.

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Strategy

Supplementing super more important than ever

The changes to super announced in last year’s federal budget are almost upon us. And while many Australians will not be significantly affected, SMSFs and individuals with larger super balances are likely to feel the negative effects from 1 July.

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ATO

ATO clarifies pension commutation rules

The ATO has issued Practical Compliance Guideline (PCG) 2017/5 demonstrating the approach it will take in regard to the commutation of pensions for the 2017 financial year in an effort to comply with the newly imposed $1.6 million transfer balance cap.

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