News : SMSF

Auditing, SMSF

SMSFs maintain their value

SMSF costs Class benchmark report

The cost-effectiveness of SMSFs has continued to be drawn out, with new research showing fund expenses total less than 1 per cent of assets despite increases in underlying investment fees.

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SMSF, SMSFA, Tax

More sectors discuss soft cap issues

$3 million soft cap SMSF Association

The SMSF Association is engaging other industry bodies to help its campaign to have the government change the calculation method for the $3 million soft cap.

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Private Assets, SMSF, Strategy

Segregation for single assets barred

Single asset segregation SMSF

A single asset cannot be treated in a manner that allows it to support some SMSF members in accumulation phase and others with a pension account.

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Compliance & Regulation, Contributions, SMSF

Acceptance rules the contribution priority

superannuation contributions acceptance rules

Before advising clients on superannuation contributions, SMSF practitioners should first consider the acceptance rules trustees are bound by.

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ATO, Compliance & Regulation, SMSF

First move on residency rules

SMSF residency

The SMSF sector has been given an indication on the status of the changes to the superannuation residency rules via recent ATO action.

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ATO, SMSF, Superannuation, Technology

Two ESA providers to merge

Electronic service address providers merger

Two electronic service address providers will merge requiring SMSFs using their messaging services to update their details with the ATO.

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Economy, Investments, SMSF, Superannuation

Imputation system changes bad for SMSFs

SMSF trustees franking credits

The proposed changes to the franking credits regime could have a significant impact on SMSF trustees who rely heavily upon them.

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ATO, NALI/NALE, Property, SMSF

Property developments a NALI risk

property development NALI

The ATO has cautioned SMSF trustees and advisers about potential NALI breaches in property development projects and, in an unrelated announcement, disqualified over 200 SMSF trustees.

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LRBA, SMSF

Interest rate pain for LRBAs

LRBA interest rate

SMSF trustees using a related-party LRBA and adhering to the PCG 2016/5 safe harbour rules will be facing a significant interest rate hike in 2023/24.

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SMSF, Superannuation, Tax

Trustees dislike $3m soft cap

SMSF trustees $3 million tax

A recent sector survey has found nearly half of SMSF members believe the proposed $3 million soft cap is a bad policy initiative.

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