SMSF

Good trustee deeds help protect SMSF riches

Estate challenges are stretching out to non-estate assets such as SMSF holdings, Scott Hay-Bartlem says. Mismatched deeds and other documents make such efforts easier, he explains.

Tahn SharpeJanuary 8, 2019

SMSF

Rock and a hard place: where tax law and super regs overlap

Unfortunately, when ATO rulings are slavishly followed by professionals, the tax office’s revenue collection is placed ahead of a client’s best interest.

Max NewnhamDecember 11, 2018

SMSF

Take care jumping into global stocks if Labor curbs franking

Investment professionals say SMSF holders need to be careful how, and when, they reallocate assets in response to the proposed plan to limit franking credit refunds next year.

Tahn SharpeNovember 8, 2018

SMSF

Franking-credit plan soaks more than rich, critics say

Ending tax refunds on franked dividends would hurt those who can least afford it, an alliance including the SMSF Association argues.

Andrew MainNovember 2, 2018

SMSF

Labor franking credit plan could add SMSF members

Banning tax refunds for franking credits could result in more SMSF members, rather than encouraging people to move into regulated funds, Max Newnham finds.

Max NewnhamOctober 8, 2018

SMSF

First Home Super Saver not worth the trouble

Either salary-sacrificing or personal tax-deductible contributions could be more advantageous than using the more intricate FHSS scheme. Max Newnham writes.

Max NewnhamAugust 28, 2018

SMSF

What you can and can’t do – to avoid litigation

Attorney Peter Bobbin reminded SMSF advisers that it’s important to be clear about the reach and limits of their abilities.

Tahn SharpeAugust 16, 2018

SMSF

Reject ‘at least some clients’: legal expert

Advisers need to exercise prudence and thorough risk management when taking on new SMSF clients, a specialist in SMSF law says.

Janine MaceAugust 13, 2018

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