News

ATO

New ATO video shows support for corporate trustees

ATO assistant deputy commissioner of superannuation Stuart Forsyth

A new information video produced by the Australian Taxation Office to assist trustees with SMSF establishment has given the strongest indication yet that the regulator would prefer funds with a corporate trustee structure.

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ATO

ATO monitoring trustee seminars

A resort.

The Australian Taxation Office is closely monitoring trustee education seminars, particularly those being held overseas, to make sure the associated strategies and investments fall into line with the sole purpose test.

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Compliance & Regulation

Contributions caps include foreign transfers

SMSF trustees wanting to transfer retirement savings held in overseas pension schemes need to be aware these types of transactions count towards their contributions cap limits, a superannuation technical specialist has warned.

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Residential Property

Sydney, Melbourne lead way for residential property

Property investment specialist Future Estate’s August residential property update has indicated Sydney and Melbourne are the two cities providing the strongest capital gains.

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Compliance & Regulation, ETFs

ETF investments need proper scrutiny

Investments in exchange-traded funds are very popular among SMSF trustees for a variety of reasons, but a proper assessment of these products remains crucial, according to a specialist fund manager.

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Compliance & Regulation

ASIC against compulsory SMSF minimum balance

The Australian Securities and Investments Commission has rejected suggestions an obligatory minimum balance should be satisfied before an SMSF can be set up.

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Compliance & Regulation

ASIC against compulsory SMSF minimum balance

The Australian Securities and Investments Commission has rejected suggestions an obligatory minimum balance should be satisfied before an SMSF can be set up.

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Compliance & Regulation

Pensions need immediate start for CSHC grandfathering

SMSF clients wanting to take advantage of the grandfathering rules applying to the Commonwealth Seniors Health Card should commence pensions immediately, according to an industry expert.

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Infrastructure

Infrastructure can be multi-dimensional for SMSFs

Global listed infrastructure as an asset class can be used to achieve many different investing objectives for SMSF trustees, according to an international portfolio manager.

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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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