ATO warns that SAR lodgments are on its radar
Outstanding SMSF annual returns will be a primary focus of the ATO, the deputy commissioner has said.
Financial Planning
How ‘investment procrastination’ could be hurting your wealth
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New report highlights confusion over BDBNs
Less than a quarter of Australians have made valid binding death benefit nominations, new research has shown.
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latest forecasts for investment returns and region-by-region economic outlook
Common sense the best defence against fraudsters: forensic auditor
Basic common sense is one of the best tools to detect fraudulent schemes, a forensic auditor has said.
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Avoid LRBA structure short cuts
SMSF trustees using limited recourse borrowing arrangements (LRBA) should avoid trying to cut corners in setting up a trust for the loan, with an SMSF structure expert stating they should set up a dedicated bare trust for each gearing measure.
Challenges with TBC increase for those in pension phase
The increase in the transfer balance cap from $1.9 million to $2 million is not as simple as it seems, particularly for members already in pension phase, a leading adviser has said.
Death benefits not reliant on probate
A retirement savings specialist has confirmed the payment of an SMSF death benefit is not dependent upon any of the procedures associated with the deceased member’s estate.