SMSF TRUSTEES

Superannuation

Institute of Chartered Accountants specialist Liz Westover sees benefits in changed SMSF penalty regime....

image
Superannuation

SMSF trustees need to understand the constraints with respect to related party loans, write DBA Lawyers principals Bryce Figot and Daniel Butler....

image
Superannuation

SPAA has welcomed the proposed penalty system changes for SMSFs, saying trustees who break the rules will be treated more equitably....

image
Superannuation

Treasury has outlined the details of its administrative penalties regime for trustees of SMSFs, which will apply from 1 July, 2013....

image
Superannuation

More self-managed super fund trustees are using the power of CFDs as insurance within their SMSF to protect their core portfolios, according to Ashley Jessen, head sales ...

image
Superannuation

SMSF trustees need to make sure loans are 'real' loans and not 'financial accommodations' to ensure they are compliant....

image
Superannuation

Law firm cautions SMSF trustees to be prepared for a more probing approach from the ATO this year....

image

Claims that SMSFs have no recourse against fraud and theft are simply not true, according to SPAA....

image
Life/Risk

Many self-managed superannuation funds (SMSFs) are failing to correctly insure their assets, according to Self Super Insurance managing director John Kelly....

image
Superannuation

Peter Burgess believes many SMSFs are failing to claim valuable tax deductions....

image
Superannuation

Lawyer warns that some investors are misinterpreting the rule changes around renovating older dwellings....

image
Superannuation

SPAA points to the danger of SMSF trustees under-claiming on tax deductions....

image
Superannuation

Average SMSF contributions have grown from $40,700 last year to $47,533 for the 2011/2012 financial year, according to the recently released Multiport SMSF Investment Pat...

image
Financial planning

NAB Wealth launches Super Lever to provide SMSFs to access margin loan arrangements....

image
Superannuation

Having explained why they are financial products, David Court now examines the manner in which the disclosure requirements apply to SMSFs....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days 3 hours ago