News

ATO

ATO casts doubt over BDBN pension treatment

The ATO has hinted it will be examining whether a binding death benefit nomination (BDBN) can affect the treatment of an existing member’s pension upon the death of that member.

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Strategy

Double-up makes two-SMSF strategy questionable

The necessity to replicate standard process makes the strategy of holding two SMSFs to comply with the new super reforms one that trustees must consider carefully before implementation, according to a specialist educational provider.

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Investments

Investors must look for technology leaders

SMSF members should look to invest in companies that will be distinct winners in the technology sector as its evolution continues to cause disruption within conventional society, a global fund manager has said.

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ATO

Superannuation tax framework done

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Revenue and Financial Services Minister Kelly O’Dwyer has declared the federal government’s work on the tax structure of the Australian retirement savings system is now complete and no further changes in this area will be made.

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ATO

ATO has close to no TBC discretion

It is important for SMSF trustees to ensure their funds do not exceed the newly implemented transfer balance cap (TBC) due to the restricted parameters the ATO has to operate under when enforcing this requirement, the regulator has said.

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Business news

Excellence rewarded for 2017

The best operators within the industry were once again recognised at the 2017 SMSF Service Providers Awards co-hosted by selfmanagedsuper and research house CoreData.

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Residential Property

Residential property listings drop

The latest SQM Research analysis of the residential property market showed a fall in listings in July by 5.1 per cent and by 9 per cent in year-on-year terms across all capital cities.

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Retirement

Retirees shouldering growing cost of living

Rising costs of living were impacting on Australian retirees, with couples needing to fork out over $60,000 a year for a comfortable retirement, according to new figures from the Association of Superannuation Funds of Australia (ASFA).

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ATO

ATO proposes TBAR time frame options

The ATO has released a position paper requesting industry feedback on two possible time frame scenarios for SMSFs for events-based reporting under its transfer balance account report (TBAR) regime.

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LICs

Magellan floats new global equities LIC

Magellan Asset Management has launched a listed investment company (LIC) offering individuals the chance to invest in a focused portfolio of international equities.

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