The next two months may be last golden opportunity for LRBA

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The Government is proposing the introduction of new measures that will impact all Limited Recourse Borrowing Arrangements (LRBA), entered into or after 1 July 2018.  These measures, if enacted, will

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Reversionary TRISs – Government acts to resolve issue

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The Government has now moved to resolve the issue of reversionary TRISs, which has been dragging on since 1 July 2017 when the “Fair and Sustainable Superannuation” changes commenced. The

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Shorten’s proposal will have proportionally greater adverse impact on retirees with small balances than retirees with multi-million $ balances

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Mr Shorten’s proposal announced this week that cash refunds of excess franking credits should be scrapped will have a greater proportionate adverse impact on a retiree with a $500,000 balance

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Best to start LRBA in SMSF before July

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The proposal to include LRBA debt in total super balance is an incentive to start an LRBA before 1 July 2018 as existing LRBAs will be grandfathered. The proposal that

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Issues to consider with $600k ‘Downsizer’ strategy

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From 1 July 2018, the Federal Government is allowing ‘Downsizer contributions’ of up to $300,000 per individual who sells their eligible current or former family home after age 65. What are

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ATO holds Liechtenstein foundation to be resident trust estate

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A recent Private Binding Ruling issued by the ATO (PBR 1051209890341) has held that an entity established in Liechtenstein (a small county between Switzerland and Austria) as a Stiftung (aka Foundation) was

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Use of vesting order in dealing with assets held by deregistered super fund trustee companies

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When a corporate trustee is de-registered, the corporate entity ceases to exist, but this does not mean that the trust is also “de-registered”. The trust continues and any assets held

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Accountants had a duty to keep the BDBN safe and duty to bring to attention of SMSF trustee that they held the BDBN – Court case

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A significant decision has been handed down by the South Australian Court of Appeal. The critical issue was whether a binding death benefit nomination (BDBN) was valid. If valid, then

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Downsizing retirees can boost superannuation with home sale

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People over 65 will be able to make an additional contribution to super provided they sell their house to do it. This measure was part of the May 2017 budget

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Interesting change of SMSF trustee case

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A court has upheld an informal removal and appointment of SMSF trustees. The background is about the control of a death benefit of a father. The legal issue was whether

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