News

Investments

SMSFs must not forget about investments

Despite the noise across global economic markets, SMSFs should not forget to remain focused on their investments and investment strategies, particularly as the new superannuation changes have been receiving all the attention from advisers and trustees.

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Estate Planning

TRIS complicated by death

A transition-to-retirement income stream (TRIS) is treated in a different manner to an account-based pension upon the death of an SMSF member if it is auto-reversionary and incorporates far greater complexity, a superannuation lawyer has warned.

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Investments

SMSF managed fund appetite stable but strong

The current and intended use of managed funds among SMSFs has stabilised after experiencing an increase over the preceding few years, the latest industry research has found.

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Business News

Govt change could spell disaster for SMSFs

Rules to watch in the months ahead

The election of a Labor government as early as the second half of 2018 would likely result in major negative changes for the SMSF sector.

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Superannuation

Sustained stability more crucial for super

The SMSF Association has told the Productivity Commission the lack of stability in super is an impediment to the efficiency of a system that can deliver the best retirement savings outcomes for fund members.

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Estate Planning

Estate planning has pros for small SMSFs

Low-balance SMSFs may be worthwhile when combined with estate planning benefits unavailable in other super structures, a law firm has said.

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Residential Property

Fractional property SMSF trends continue

BrickX has revealed SMSFs using its platform to access Australian residential property remain the biggest diversifiers across individual properties and also hold the highest average account value, ahead of the fractional property fintech tomorrow marking 12 months since its launch.

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Practice Management

BGL achieves two-way Xero integration

BGL Corporate Solutions has officially released two-way integration with Xero Practice Manager to automatically synchronise contacts in SMSF administration software Simple Fund 360, as well as CAS 360, with clients using Xero.

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Compliance

Events-based reporting urgency needed

Runners in motion.

Advisers need to make sure their clients are currently preparing for the new transfer balance account reporting (TBAR) regime even though its inception will not be until 1 July 2018, an advisory firm director has recommended.

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ATO

ATO has close to no TBC discretion

It is important for SMSF trustees to ensure their funds do not exceed the newly implemented transfer balance cap (TBC) due to the restricted parameters the ATO has to operate under when enforcing this requirement, the regulator has said.

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