30 May Beyond super: Our other personal investment market
Many investors may not realise that Australia's super and non-super personal investment markets are almost equal in value.
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Superannuation & SMSF
09 May ATO set to release guidance targeted for SMSF clients
In the coming weeks, the ATO will be distributing letters and guidance notes designed to help practitioners explain issues relating to the superannuation reforms to clients, says a technical expert.
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02 May Tax headache relief: Here’s more help with pension assets changes
Let’s take a look at a practical example of how the new capital gains tax relief will operate for pension assets.
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29 Apr Most Aussies shun super advice
Less than 30 per cent of Australians have sought advice on a financial matter, including superannuation, in the past two years, new research has revealed.
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12 Apr Fit for purpose? The super story so far…
We’ve come a long way since the mandatory superannuation guarantee was introduced in the early 1990s.
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08 Apr SMSFs urged to review segregation clauses in trust deed
With the rules around segregation changing, SMSF trustees wanting to run separate investment portfolios for different members may need to check the current terms in their deed allow for this, says an SMSF admin firm.
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26 Jan Asset valuation crackdown imminent for SMSFs
Two SMSF auditors, including a big four firm, have revealed that they expect the ATO to home in on asset valuations imminently, ahead of the introduction of new caps on 1 July 2017.
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21 Nov ATO set to clamp down on range of super issues
The Tax Office has announced it will be ramping up its focus on a range of issues related to superannuation, particularly as some suspicious strategies surface post-budget. Transfers of life interests in business real property to SMSFs are now firmly on the ATO’s radar, with these...
