Category Archives: News & Stats

NEWS – Labor’s excess dividend imputation credit policy unfairly targets SMSFs – SMSF Association

Posted on March 15, 2018 by

SMSF Association Media Release I 13 March – The SMSF Association strongly opposes the Federal Labor Party’s proposal to cancel cash refunds for excess dividend imputation credits. Association CEO John Maroney says refundable franking credits have been a well-established principle for nearly … Continue reading →

Posted in News & Stats | Tagged , , , , , , | Leave a comment

NEWS – Can you transfer property “in-specie” from one SMSF to another?

Posted on January 22, 2018 by

If a self-managed super fund (SMSF) is short on cash to roll over a member’s benefits, it is possible for a member to transfer a property ‘in specie’ to another SMSF? (Query posted at Advisor Voice.com). In NSW, transfers of property … Continue reading →

Posted in News & Stats, SMSF Info, SMSF Info, News & Stats | Tagged , , , , , , , | Leave a comment

NEWS – Caution sounded on proposed early release of super for crime victims, as well as hardship cases

Posted on December 14, 2017 by

The government has been told to tread carefully with its plans for allowing victims of crime to access perpetrators’ superannuation as compensation, as the proposals could have unintended consequences, one lawyer has warned. Speaking to SMSF Adviser’s sister title, Nest … Continue reading →

Posted in News & Stats, Pensions / Income Streams, Retirement Planning, SMSF Info, Superannuation General | Tagged , , , , , , , , , | Leave a comment

NEWS – ATO may soften on proposed event-based reporting SMSF rules

Posted on October 17, 2017 by

Controversial and laborious event-based reporting rules for Australia’s army of DIY super fund operators may be softened by the tax office in coming weeks. Under current plans the Australian Taxation Office wants all SMSFs (self-managed super funds) to report much … Continue reading →

Posted in News & Stats, Pensions / Income Streams, Retirement Planning, SMSF Info, Superannuation General | Tagged , , , , , , , , | Leave a comment

NEWS – ATO watch list 2017 – SMSF items on radar to note – property development, second SMSF, excess contributions, reserves

Posted on October 1, 2017 by

A report at SMSF Advisor by Katarina Taurian, highlights new ATO watch list items on their radar to take note of (our emphasis added) – The tax office has added a series of new items of concern to its watch list … Continue reading →

Posted in 1 Latest Newsletter Topics, News & Stats, Pensions / Income Streams, Retirement Planning, SMSF Info, Superannuation General | Tagged , , , , , , , , | Leave a comment

NEWS – Insurance in Super to closer meet Member needs at different life stages

Posted on August 18, 2017 by

Rod Myer writes at The New Daily – Insurance cover in superannuation could be redesigned to closer meet the financial needs of members, research house Rice Warner believes. Because insurance in super needs depend on age and family situation, insurance … Continue reading →

Posted in News & Stats, Pensions / Income Streams, Retirement Planning, SMSF Info, Superannuation General | Tagged , , , , , , | Leave a comment

NEWS – Super changes coming 1 July 2017! – In summary

Posted on May 19, 2017 by

The Budget, last year has had many reforms legalised, and many begin on 1 July 2017. Here is a summary of key changes. What are your Thoughts? Comment below! Want to learn more, know the options and what we need … Continue reading →

Posted in 2 Past Newsletter Topics, News & Stats, Pensions / Income Streams, Retirement Planning, SMSF Info, News & Stats, Superannuation General | Tagged , , , , , , | Leave a comment