Articles by Krystine Lumanta

Compliance & Regulation

Relaxed TBAR regime welcomed

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The SMSF community has expressed its approval of the announcement from the ATO as to what the rules governing total account balance reporting (TBAR) for superannuation funds will be.

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ATO, Compliance & Regulation

ATO finalises TBAR frequency

Someone uses a tablet device.

The ATO has handed down the outcome of its position paper, announcing that events-based reporting for SMSFs under its transfer balance account report (TBAR) regime will be limited to those SMSFs with members that have total super account balances of $1 million or more.

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ATO

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.

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ATO

ATO clarifies TBAR rules

Kasey Macfarlane

ATO SMSF segment assistant commissioner Kasey Macfarlane has addressed industry confusion over what must be reported under the transfer balance account report (TBAR) regime, in addition to outlining potential risks around the 2018 transition date for SMSFs.

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Business news

ASF, Super Auditors announce merger

Adelaide-based SMSF audit firm ASF Audits has announced it will merge with fellow independent SMSF audit firm Super Auditors, bringing the combined number of SMSFs serviced under the new business to more than 12,000.

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Fixed Income

Active fixed income key going forward

The latest Zenith Investment Partners review into the Australian fixed interest sector has concluded managers employing a range of strategies are most likely to produce the best returns.

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Investments

Sustainable platform offers transparency

A new platform that allows users to research sustainable investments will provide a high level of transparency to SMSFs and give trustees the opportunity to know whether investments matched their sustainability objectives, according to a sector manager.

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ATO

ATO extension allows flexibility: SMSFA

The SMSF Association has welcomed the ATO’s decision to extend the lodgement date for SMSF annual returns in light of the superannuation legislation changes and compliance points funds need to get through before 1 July.

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Absolute Return

Advised SMSFs outperform self-directed

Advised SMSFs outstripped self-directed SMSFs over the 12 months to June 2016, according to the latest industry research.

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Strategy

SMSFs offered NCC loan solution

Advisory and funds management business Gresham Partners has designed a solution that will allow SMSFs to make a significant contribution to their fund before the 1 July super changes come into force.

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