SMSF Association measures adopted in positive Budget for SMSFs

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The SMSF Association has applauded measures in this year’s Federal Budget that aim to reduce complexity and make it easier for older Australians to top up their superannuation. Commenting on

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Technical Summit returns to face-to-face forum with focus on workshops

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The SMSF Association Technical Summit will be a face-to-face event as COVID-19 restrictions ease. The premium event will include a highly interactive workshop discussion and problem-solving Summit on 21-22 July

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Investment strategies must be ‘trustee driven’

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Although a self-managed super fund (SMSF) investment strategy is not an advice document, advisers must ensure that it has not been interpreted as advice, Adam Goldstien, a financial adviser with

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Virtual National Conference huge hit with delegates

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The SMSF Association National Conference ticked all the boxes with the two-day event attracting more than 1,100 registrations from every state and territory, over 9,500 hours of sessions viewed and

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SMSFs with LRBAs ‘not penalised’ for capitalising interest

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Self-managed super funds (SMSFs) that have borrowed from a private company under a limited recourse borrowing arrangement (LRBA) will not suffer adverse tax consequences if the loan interest has been

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New duty of care proposal ‘no cause for concern’ for SMSF trustees

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The self-managed super fund (SMSF) sector has no grounds for concern about the proposed introduction of a new duty requiring all superannuation fund trustees, including SMSF trustees, to act in the

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SMSF Association wants ATO to address critical NALE issues

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The SMSF Association has called on the ATO to address several critical issues in its final ruling on how the new rules for non-arm’s length expenses (NALE) will apply. The

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Government initiative to use technology to cut SMSF red tape welcomed

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The SMSF Association fully supports the Federal Government initiative to embrace technology as a means of cutting red tape and complexity in the SMSF sector. Addressing the Association’s 2021 SMSF virtual

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Retirement Income Review to be dissected at National Conference

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Industry experts will dissect the Retirement Income Review (RIR) report that was handed down late last year at the 2021 SMSF Association National Conference being held virtually on 16 and

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Government urged to use Budget to reduce super complexity

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The Federal Government is being urged to use the 2021-22 Budget to reduce complexity in the retirement income system. In its submission, the SMSF Association says the Retirement Income Review found

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