SMSF

Superannuation

SMSF growth could damage sector through poor knowledge

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

SMSFs may pose risk to Federal Budget

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

Superannuation

Heffron extends SMSF service to accountants

Heffron extends it SMSF administration and compliance service beyond financial planners to accountants....

Accounting

Heffron offers outsourced SMSF solution to accountants

SMSF service provider Heffron has extended its outsourced SMSF administration and compliance services to accountants, stating they are facing stiff competition for SMSF a...

Superannuation

The benefits and risks of adding children to an SMSF

MLC's Peter Hogan outlines the benefits and risks of adding children or other family members to an SMSF. ...

Superannuation

SMSFs included in proposed superannuation forum

SMSF representative bodies will be included in a forum being convened in an effort to create a common approach to superannuation policy in Australia. ...

Financial planning

SMSF adviser revenue climbs as more planners specialise

Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...

Superannuation

ATO SMSF compliance agenda makes advice essential

SPAA argues that this year’s ATO compliance focus makes getting appropriate advice even more essential....

Superannuation

Parliamentary failure limits ATO’s SMSF options

The ATO’s options in dealing with recalcitrant SMSF trustees are still limited, according to Aaron Dunn. ...

Superannuation

SMSF members getting younger

SMSF investors are getting younger, according to new data contained in a study undertaken via Macquarie Bank and the SMSF Professionals' Association of Australia....

Superannuation

Industry super funds face off against SMSFs

Industry super funds appear to be making desperate attempts to retain those members most likely to break away and set up a self-managed super fund, as Damon Taylor report...

Superannuation

A checklist for advisers taking on clients with SMSFs

AMP’s Philip La Greca provides a checklist for taking on an existing SMSF client....

Superannuation

ATO points to RBS and SAR changes

The Australian Taxation Office has sought to make SMSF trustees aware of changes to reporting arrangements which came into effect from 1 July, this year....

Superannuation

SMSF bereaved may be hit hard by $100,000 limit

Those hardest hit by the $100,000 limit on the pension income tax exemption may well be those left behind after the death of an SMSF pensioner, according to Bryce Figot a...

Superannuation

Slattery appointed to SPAA board

The Board of the SMSF Professionals' Association of Australia (SPAA) has returned its founder and chief executive Andrea Slattery to the body for the second time citing g...