SMSF TRUSTEES

Policy & Regulation

ATO confirms to IPA conference that it intends reviewing around 11,000 SMSFs....

Superannuation

ASIC wants investors to be better informed before establishing SMSFs but denies it will pursue prescriptive new disclosure requirements....

Superannuation

The Government and the industry will always differ over the concessional cap, but $35,000 is too low, according to Olivia Long. ...

Superannuation

There is clearly regulatory concern about the activities of property spruikers as they seek to target SMSFs and, as Mike Taylor writes, a clear message needs to be sent. ...

Superannuation

Peter Hogan explains some of the issues and obstacles that may be faced when attempting to create reserves in an accumulation-style SMSF. ...

Superannuation

DB Lawyers' Bryce Figot warns SMSF trustees to get their own private binding rulings from the ATO. ...

Superannuation

SPAA says lower concessional contribution caps have driven investors to opt for negative gearing outside of super....

Superannuation

SPAA claims the level of exposure of SMSFs to residential property is being over-stated. ...

Financial planning

The Future of Financial Advice regime is slowly settling down. Well, perhaps. With the recent election of a Coalition Government, all bets could be off the table, as Geor...

Superannuation

Service provider Heffron rolls out stand-alone investment and insurance compliance tool....

Superannuation

MLC's Peter Hogan outlines the key differences between SMSFs and other superannuation funds from an estate planning perspective. ...

Superannuation

SMSF trustees are increasingly utilising advanced stock research tools to plan for and manage their retirement portfolio. ...

Superannuation

SMSF trustees have had another duty imposed on them by the Federal Government, but it appears some practitioners are taking a worryingly minimalist approach to meeting th...

Superannuation

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...

Superannuation

Concerns have been expressed that badly-run SMSFs may yet impose costs on Federal Budget. ...

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