Category Archives: SMSF Info, News & Stats

NEWS – Maintain super fund choice and sole purpose

Certain characteristics currently embodied in the retirement savings framework, such as fund diversity (free choice of super fund) and the system’s sole purpose (savings for retirement) need to be maintained, according to a panel of senior executives. Speaking during a panel session … Continue reading

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NEWS – TRIS – Transition to retirement (or TTR) now seen as a short-term strategy

Darin Tyson-Chan at smsmagazine.com.au reports on advice by Grant Abbott who said a Transition to retirement income stream (TRIS) or Transition to Retirement (TTR) is now seen as a short term strategy with recent changes in the last 12 months. … Continue reading

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

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

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

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

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NEWS – Decline in Property (as the reason to set up SMSF) (but it is smoother with a team that have experience)

The proportion of prospective SMSF trustees citing property investment as a reason to set up an SMSF has declined, new research has revealed, reports Katarina Taurian of website Mortgage Business.  According to research house Investment Trends’ 2015 SMSF Investor report, the reasons prospective … Continue reading

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NEWS – Australian Tax Office statistics on Self-managed Super (SMSF) draw a glowing picture of health

Professional Planner and the SMSF Association report this week some encouraging findings – “The latest set of ATO statistics on self-managed super funds (SMSFs) draw a glowing picture of health of the largest superannuation sector, says SMSF Association CEO/Managing Director … Continue reading

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NEWS – Aust. Govt allows borrowing in SMSFs to continue

Limited recourse borrowings arrangements (LRBAs) have survived another attempt to ban them with the Government’s decision to categorically rule out the Financial System Inquiry’s (FSI) recommendation to abolish them. The Association’s Managing Director/Chief Executive Officer Andrea Slattery says: “We fully … Continue reading

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