News : Documentation

Documentation

ATO authority a must for excess NCC refunds

Clients must ensure they have obtained a release authority from the ATO as any excess non-concessional contribution (NCC) amounts cannot be refunded without one, a superannuation technical services manager has said.

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Documentation

ESIC Hub offers SMSFs unique exposure

Independent online platform ESIC Hub will begin to provide SMSFs with investment access to the new asset class of early-stage innovation companies (ESIC), which will also provide trustees with significant tax benefits.

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Compliance & Regulation, Documentation

Budget creates additional super admin burden

The changes to the superannuation contributions caps announced in the 2016 federal budget will make the administration of an SMSF a great deal more difficult, according to a technical expert for the sector.

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Documentation

New app to unlock SMSF capital

Fintech business OnMarket BookBuilds (OMB) has launched a mobile application with the aim of providing SMSF investors with more opportunities to take part in initial public offerings (IPO) and placements.

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Documentation

Poor pension documentation can be costly

Having poorly prepared documentation regarding pensions can result in significant tax liabilities for SMSFs, a specialist sector law firm has warned.

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ATO, Documentation

ATO seeking extra contributions documentation

The Australian Taxation Office has begun asking SMSF trustees for additional supporting documentation as part of the new reporting rules for deferred contributions.

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