SMSFs

Superannuation

Changes to the legislation around related party transactions for self-managed superannuation funds (SMSF) could see trustees punished for unintentional breaches, accordin...

Superannuation

ASIC targets dodgy SMSF spruikers

ASIC has obtained orders appointing liquidators to MOGS Pty Ltd, which is associated with two Queensland-based self-managed superannuation fund (SMSF) companies....

Superannuation

Changing your holding trustee in a LRBA

Michael Hallinan from Townsends Lawyers explains the rules around changing your holding trustee in a LRBA....

Funds management

Healthcare property gets demographic boost

As the Australian population ages and people live for longer, healthcare property occupancy and new builds will only increase, according to Australian Unity....

Editorial

Can Gen X and Y investors save margin lending?

The last year has not been kind to the Australian margin lending market, with further declines in the number of active investors. But a potential rally in the equities ma...

Financial planning

Planners confused on SMSF property advice: PIPA

A lack of regulation around property investment in Australia, particularly in regards to SMSFs, is jeopardising the retirement savings of millions, according to PIPA....

Superannuation

Accountants urged to lift their game

The Superannuation Complaints Tribunal (SCT) is currently working through a raft of complaints about contributions tax deductions and has called for accountants to lift t...

Superannuation

Pension problems and an SMSF’s tax exemption

With a growing number of SMSFs drawing income streams, failure to meet the minimum pension obligations within a financial year could deny a fund all or some of its tax ex...

Superannuation

SMSF sector now too big for the regulators to ignore – or let fail

Mike Taylor writes that recent actions on the part of both ASIC and APRA suggest that the SMSF sector has become too large for any of the regulators to ignore....

Editorial

SMSF sector now too big for the regulators to ignore – or let fail

Mike Taylor writes that recent actions on the part of both ASIC and APRA suggest that the SMSF sector has become too large for any of the regulators to ignore....

Financial planning

IOOF launches SMSF insurance initiative

IOOF has partnered with Zurich Australia Limited to launch a new product targeted at SMSF clients....

Superannuation

SMSFs need to overcome GFC 'risk hangover'

When moving beyond ongoing high allocation to cash and fixed income, trustees of self-managed superannuation funds (SMSFs) should consider the benefits of diversifying in...

Superannuation

Transferring business real property into a SMSF

MLC's Mansi Desai explains how small business owners could transfer a business real property into their SMSF and benefit from various CGT concessions. ...