Unallocated contributions not a reserve

20-Jun-2018|By Malavika Santhebennur

Concessional contributions made by SMSF trustees as part of a contribution reserving strategy will not be considered a true reserve by the ATO, according to DBA Lawyers. DBA Lawyers director Dan Butler told an SMSF online update webinar some .. Read More

Minimum SMSF balance dependent on key factors


Determining a minimum fund size to achieve cost-effectiveness rests with the fund balance, the number of fund members and the investment strategy, according to research conducted by the Centre for International Finan.. Read More

SMSF experience used for managed fund development


SMSF investor behaviour is beginning to influence financial product development, with one recognised fund manager using this factor in designing a capital-protected offering it recently released to the market. Pe.. Read More

SPAA defends SMSF investing strategies


The SMSF Professionals’ Association of Australia (SPAA) has hit back at the critics of SMSF investing strategies, claiming this group levels negative feedback at the sector regardless of the investment techniqu.. Read More

SMSF members encouraged to secure CSHC


Specialist SMSF administration provider Xpress Super has warned SMSF members they are in danger of losing their Commonwealth Seniors Health Card (CSHC) as a result of the impending legislative changes to the sector. .. Read More

Investors move out of listed trusts


Recent analysis into SMSF investors has found a substantial outflow from listed trusts and separately managed accounts (SMA). The June quarter results for OneVue’s SMSF holdings revealed significant movemen.. Read More

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