Self-managed super

SoA woes make SMSF accountants shy away from advice

Wednesday, 19 July 2017

Accountants operating under the new SMSF advice licensing regime who have not providing advice have cited uncertainty about documentation and compliance as one reason why.

One rule the ATO says could ‘trip up’ SMSFs

Wednesday, 19 July 2017
The transitional bring-forward rule for non-concessional contributions can be confusing. The ATO's Alex Affleck explained the changes at SMSF Association Technical Day in Sydney.

ATO clarifies its SMSF reporting rules

Monday, 17 July 2017
The ATO says its proposed new reporting rules should have a “minimal impact” on self-managed super funds, with many likely to have to report transactions only once.

Big data finally reveals how retirees really live

Friday, 14 July 2017
The industry needs quality data and analysis to help clients plan for retirement. Milliman's Wade Matterson proposes a solution.

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