News : SMSF

Investments, SMSF

Term deposit returns less than zero

Term deposit Interest rates SMSF Self-managed superannuation fund

Real returns from term deposits are currently less than zero and should prompt SMSF investors to look at other sources of fixed income.

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LRBA, Property, SMSF

LRBA housing impact clarified

Limited recourse borrowing arrangement LRBA Property SMSF Association

Data has been presented to a parliamentary committee showing the impact of LRBAs on Australia’s housing market has been exaggerated.

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Investments, SMSF

High-yield credit fund launched

Schroder Australian High Yielding Credit Fund Schroders

Investors have been given an additional avenue to Australia’s credit market with the release of a new offering from Schroders.

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Regulation, SMSF

Residency rules misunderstood

Residency SMSF Central management and control test

SMSF trustees faced with spending time overseas are not properly adhering to the procedures regarding the central management and control rules.

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SMSF, Tax

Scam loss write-offs possible

Scam Tax deduction Capital Gains Tax CGT

Favourable tax treatment may be available to SMSF members who have been victims of an investment scam in certain circumstances.

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Legislation, SMSF, Tax

MPs raise Div 296 tax worries

Division 296 tax Self-managed superannuation SMSFs Teal Independents Farmers amendments

The teal independents have raised several concerns regarding the proposed Division 296 tax and called for urgent changes to mitigate its impact on SMSFs.

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ATO, SMSF

ATO makes SMSF courses available

ATO SMSF Self-managed superannuation Educational courses Set up Wind up

The ATO has launched two educational courses on its website to guide SMSF trustees through setting up or winding down a fund.

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Legislation, SMSF, Strategy, Tax

Withdrawals can determine $3m cap liability

Withdrawal Total superannuation balance Division 296 tax DBA Lawyers Bryce Figot

SMSF drawdowns can allow members to maintain a total super balance of $3 million or less and escape a Division 296 tax liability.

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ATO, Compliance & Regulation, SMSF, Tax

New trust reporting rules in effect

SMSF Self-managed superannuation Unit trust Modernisation of Trust Administration Systems Annual return SMSF Association Tracey Scotchbrook

New ATO reporting rules for SMSFs receiving trust distributions are now in effect, impacting lodgements for the 2024 income year onwards.

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