News

ATO, Compliance & Regulation

ATO developing online trustee test

online SMSF trustee test

The ATO is developing a mandatory awareness program to help ensure SMSF trustees have a better understanding of their obligations before they begin running their own super fund.

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Superannuation, Tax

Super taxes won’t be reviewed

taxation of retirement benefits

The federal government has indicated the review it will conduct into the superannuation system will not examine the taxation of retirement benefits.

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Investments, Residential Property

Property development not about capital growth

Property development investments

Property development investments have the potential to produce positive returns regardless of their market cycle position, an investment expert says.

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ATO

Downsizer contributions get separate SAR treatment

downsizer contributions reporting

The 2019 SMSF annual return will contain a separate area for downsizer contributions reporting to the ATO by trustees who have used the concession after its introduction in 2018.

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Investments

ESG considerations can protect capital

ESG protecting capital

Trustees who take ESG issues into consideration as part of their investment decisions have a better chance of protecting their capital.

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Estate Planning

Death benefit lump sums hinder estate expenses

death benefit lump sum payments

A senior superannuation consultant has warned lump sum death benefits can be restrictive when managing the financial obligations resulting from a deceased member’s affairs.

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Investments, Retirement

Longevity putting pressure on income investments

longevity pressure on income investments

Longevity in retirement will put pressure on income investments which are currently struggling to break even in a low-return environment.

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Residential Property, Retirement

DomaCom launches equity release product

DomaCom equity release

DomaCom has launched the first equity release product for retirees that is aimed at attracting allocations from the SMSF sector.

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Compliance & Regulation

SMSF responsibility lies with trustees

Engaging an adviser to help with an SMSF does not change who takes responsibility for the fund, with the law being clear this duty lies with the trustees.

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ATO

ATO pushes trustees’ valuation responsibilities

ATO; trustee; valuation

The ATO will accept asset valuations from trustees but has reminded them of their responsibilities in accurately sourcing that information.

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Our Story

selfmanagedsuper is the definitive publication covering Australia’s SMSF sector. It uniquely offers both online and print publications tailored separately for SMSF professionals and individual trustees participating in the fastest growing and largest sector of the superannuation industry. As such, it is a must read for those wanting to stay informed about the latest news, regulatory developments, technical strategies, investments, compliance, legal and administration issues concerning SMSFs.

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