SMSF TRUSTEES

Policy & Regulation

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

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Superannuation

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

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Superannuation

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

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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. ...

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Superannuation

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

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Superannuation

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

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Superannuation

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

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Superannuation

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

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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...

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Superannuation

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

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Superannuation

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

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Superannuation

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

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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...

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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...

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Superannuation

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

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