News

Estate Planning

The what, why and when of death benefits

SMSF death benefits

The payment of lump sum death benefits from an SMSF requires an understanding of the process, as well as timeliness, required to meet ATO requirements.

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Regulation, Superannuation

Six-member funds to be a reality

Six member SMSFs

Six-member SMSFs could become a reality by the start of the new financial year after parliament passed legislation allowing their creation.

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ATO

ATO fixes Super Fund Lookup error

ATO super fund lookup

An anomaly with the ATO’s Super Fund Lookup service that resulted in a number of SMSFs losing their complying status in error has now been rectified.

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Investments

Anti-inflation allocations needed now

inflation real assets

Real assets and sustainable growth companies should dominate investment portfolios as the economy is moving into a higher inflationary phase.

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Compliance & Regulation

New trustee duty to complicate compliance

Best financial interests SMSF

The trustee duty amendment to the Your Future, Your Super bill recent passed in parliament will make SMSF compliance more difficult with investments in certain conventional asset classes.

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Residential Property

Recovery opens door to listed property

listed property recovery

The post COVID-19 recovery has highlighted pricing disparities in the listed property market, including suburban offices.

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Business news

Trust deeds are an extension of the law

SMSF trust deed

The SMSF trust deed must be seen by trustees as an extension of superannuation law and adhered to at all times.

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Investments

Investor biases need managing

investors behavioural biases

Behavioural biases need to be addressed to allow individuals to make more considered and prudent decisions about their investments.

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Pensions, Superannuation

Minimum pension to stay halved

minimum pension drawdown

The minimum pension drawdown rate will remain at 2.5 per cent for another year as the government extends this COVID-19 relief measure for retirees.

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Pensions, Superannuation

ECPI draft legislation released

ECPI draft legislation

Two years after announcing changes to ECPI, the government has released draft legislation for industry consultation on the move.

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