News : Documentation

ATO, Compliance & Regulation, Documentation, Regulation

Common admin errors revealed

Common errors trustees are making with regard to SMSF annual returns have been recognised and revealed by the sector regulator.

Common errors trustees are making with regard to SMSF annual returns have been recognised and revealed by the sector regulator.

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Documentation, Strategy, Succession Planning

Initial documents key to incapacity planning

The documents that set up an SMSF are important to consider when implementing a strategy to deal with trustee incapacity.

The documents that set up an SMSF are important to consider when implementing a strategy to deal with trustee incapacity.

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Documentation

Resolutions can lower dispute severity

Adopting a practice of using resolutions to verify every course of action an SMSF undertakes can effectively mitigate member disputes.

Adopting a practice of using resolutions to verify every course of action an SMSF undertakes can effectively mitigate member disputes.

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ATO, Documentation, Tax

Annual return reminder issued

self managed superannuation, self managed super, SMSF, annual return, ATO

SMSF trustees have been reminded to lodge their SMSF annual return with the ATO’s February deadline drawing closer.

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Documentation, SMSF

Voting by member balance flawed

A specialist lawyer has advised against super balance-based voting in SMSF constitutions, noting it may lead to an added administrative burden and unfair outcomes.

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Documentation, Trusts

TIS obligations more severe for SMSFs

SMSF Self-managed superannuation trust income schedule trust distributions wrap platform Accurium Mark Ellem

The new requirement to complete a trust income schedule for trust and managed fund distributions is more imposing for SMSF trustees.

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Documentation, Investments

Investment strategy needs yearly review

SMSF Self-managed superannuation investment strategy SMSF Association Neil Sparks

Generally the SMSF investment strategy should be reviewed every 12 months, but does not automatically need amending as a result of the process.

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ATO, Documentation

Common annual return errors noted

SMSF annual return Errors ATO Melissa Anstis exit strategy

The ATO has noticed simple identifiable errors are appearing on SMSF annual returns that are delaying the timely processing of these documents.

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ATO, Documentation, SMSF

ATO issues record-keeping reminder

ATO Record-keeping Changes SMSF SMSF annual return

SMSF trustees need to be aware of the annual return lodgement date and check how current fund records and the information are provided to the ATO.

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