Legitimate early release of super under review

09-Jan-2018

Revenue and Financial Services Minister Kelly O’Dwyer has announced Treasury will review the rules controlling the early release of superannuation on severe financial hardship and compassionate grounds. The.. Read More

SMSFs more at risk as wholesale investors

31-Oct-2014

The recent Australian Securities and Investments Commission (ASIC) announcement signalling its intention to make it easier for SMSF trustees to invest in wholesale financial products will lessen some of the safeguard.. Read More

ATO details admin penalty remission appeals process

31-Oct-2014

The Australian Taxation Office (ATO) has published details of the procedures SMSF trustees can follow if they wish to challenge the severity of a remission decision regarding the new administrative penalty regime for.. Read More

Perpetual launches mid-cap LIC for SMSFs

31-Oct-2014

Perpetual believes its first listed investment company (LIC) will attract SMSF trustees with its mid-cap Australian and international shares focus. The Perpetual Equity Investment Company aimed to raise a minimu.. Read More

New ATO video shows support for corporate trustees

31-Oct-2014

A new information video produced by the Australian Taxation Office (ATO) to assist trustees with SMSF establishment has given the strongest indication yet that the regulator would prefer funds with a corporate truste.. Read More

New insurance for trustees unveiled

31-Oct-2014

SMSF Insurance Professionals has officially launched an SMSF trustee liability insurance policy covering the cost of trustee liabilities, fund liabilities, civil penalties, and audits and penalties from the Australia.. Read More

ATO monitoring trustee seminars

02-Oct-2014

The Australian Taxation Office (ATO) is closely monitoring trustee education seminars, particularly those being held overseas, to make sure the associated strategies and investments fall into line with the sole purpo.. Read More

Contributions caps include foreign transfers

02-Oct-2014

SMSF trustees wanting to transfer retirement savings held in overseas pension schemes need to be aware these types of transactions count towards their contributions cap limits, a superannuation technical specialist h.. Read More

Sydney, Melbourne lead way for residential property

02-Oct-2014

Property investment specialist Future Estate’s August residential property update has indicated Sydney and Melbourne are the two cities providing the strongest capital gains. Quoting statistics from researc.. Read More

ETF investments need proper scrutiny

02-Oct-2014

Investments in exchange-traded funds (ETF) are very popular among SMSF trustees for a variety of reasons, but a proper assessment of these products remains crucial, according to a specialist fund manager. Head of.. Read More

ASIC against compulsory SMSF minimum balance

02-Oct-2014

The Australian Securities and Investments Commission (ASIC) has rejected suggestions an obligatory minimum balance should be satisfied before an SMSF can be set up. “We do not support introducing a mandator.. Read More

Video: TBAR and ATO requirements

Requirements for the transfer balance account reporting ..View more

Video: Fractional property investment

A different avenue to access residential properties...View more