Search Results | Showing 11 - 20 of 1274 results for "SMSFs" |
| | ... Another simple method is making use of the Australian Taxation Office's (ATO) "fantastic documents" and tools for advisers and SMSFs available in PDF format on its website. "Issue them to your clients every now and then," Bobbin urged, adding that many ... |
| | | ... individuals with superannuation balances that exceed $3 million with its proposed Division 296 Tax. Already, Timms said SMSFs holding farmland property are considering the best options to either transfer the land or restructure investments to factor ... |
| | | ... must look beyond the "doom and gloom" of the superannuation tax leaping from 15% to 30% and not be scared off from using SMSFs as an alternative retirement savings vehicle, according to an expert. Presenting at the SMSF Association National Conference ... |
| | | ... simplify and improve this tax." Also at the conference, Heffron Consulting managing director Meg Heffron said that many SMSFs will not hit the $3 million mark - yet they still see value in their SMSF, appreciating they are a genuine platform for their ... |
| | | ... own retirement," he said. Research commissioned by the SMSF Association found the new tax could impact as many as 50,000 SMSFs. It estimated that 13.5% of 722,000 SMSF members would experience liquidity stress in meeting the new tax obligations. While ... |
| | | According to Class general manager, growth Jo Hurley, younger generations want more control over their retirement savings than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference ... |
| | | ... remain vigilant against the illegal early access of superannuation that is especially rampant within the SMSF sector. Most SMSFs do the right thing, often with the assistance of professionals, she said, but some individuals might be persuaded to consider ... |
| | | ... self-managed super fund. Between 2019 and 2020, some $381 million of super was illegally accessed. For the 2020-21 period, SMSFs lost about $255 million from illegal withdrawals while $170 million was protected at registration. ATO deputy commissioner ... |
| | | Investment returns for APRA-regulated superannuation funds lagged self-managed super funds (SMSFs) by 4.1% in the 2021-22 financial year, according to the University of Adelaide. During this period, while the S&P/ASX 200 index declined by more than ... |
| | | ... said. One example is the federal government floating the possibility of making the Retirement Income Covenant applicable to SMSFs. "I don't know that it should but, clearly, it's going to be [mandatory] for APRA-regulated funds, so it's always ... |
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