Legitimate early release of super under review


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

Investors must look for technology leaders


SMSF members should look to invest in companies that will be distinct winners in the technology sector as its evolution continues to cause disruption within conventional society, a global fund manager has said. &.. Read More

Earnings the key to sustained equity performance


A company’s earnings are the key element SMSF trustees should be taking into account in order to achieve consistent earnings from the equities held in their portfolios, according to an industry educator. Sp.. Read More

August reporting season produces some winners


The August company reporting season has unearthed some stocks with the potential to be real winners for SMSF investors seeking yield, according to an equities expert. Speaking at the recent selfmanagedsuper Trust.. Read More

ATO casts doubt over BDBN pension treatment


The ATO has hinted it will be examining whether a binding death benefit nomination (BDBN) can affect the treatment of an existing member’s pension upon the death of that member. “The ATO recently came.. Read More

Superannuation tax framework done


Revenue and Financial Services Minister Kelly O’Dwyer has declared the federal government’s work on the tax structure of the Australian retirement savings system is now complete and no further changes in .. Read More

ATO has close to no TBC discretion


It is important for SMSF trustees to ensure their funds do not exceed the newly implemented transfer balance cap (TBC) due to the restricted parameters the ATO has to operate under when enforcing this requirement, th.. Read More

Excellence rewarded for 2017


The best operators within the industry were once again recognised at the 2017 SMSF Service Providers Awards co-hosted by selfmanagedsuper and research house CoreData. SMSF members nationwide participated in an on.. Read More

Residential property listings drop


The latest SQM Research analysis of the residential property market showed a fall in listings in July by 5.1 per cent and by 9 per cent in year-on-year terms across all capital cities. The most dramatic reduction.. Read More

Retirees shouldering growing cost of living


Rising costs of living were impacting on Australian retirees, with couples needing to fork out over $60,000 a year for a comfortable retirement, according to new figures from the Association of Superannuation Funds o.. Read More

ATO proposes TBAR time frame options


The ATO has released a position paper requesting industry feedback on two possible time frame scenarios for SMSFs for events-based reporting under its transfer balance account report (TBAR) regime. “We are .. 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