Opinion piece written by Peter Burgess, Deputy CEO / Director of Policy & Education, SMSF Association First published in The Financial Review on 18 June 2020. Licensed by Copyright Agency. New guidelines for self-managed superannuation funds from the Australian Taxation Office could have important implications for SMSFs that, under normal commercial arrangements, could be expected…
In this 3-part webinar series, Peter Hogan, Head of Technical, SMSF Association speaks with Steven Keating, Director, SMSF Client Experience – SMSF Segment, from the Australian Taxation Office on the ways the ATO is supporting SMSF trustees during the COVID-19 pandemic, and important measures to be aware of. These important measures include: Temporary early access…
Opinion piece written by John Maroney, CEO, SMSF Association First published in The Financial Review on 12 September 2019. Licensed by Copyright Agency. The Australian Taxation Office has started to issue letters to nearly 18,000 self-managed super fund trustees and their auditors as part of a campaign to ensure trustees are aware of their investment obligations, particularly the need…
Content provided by LBD Group The ATO in September 2019 have written to 18,000 SMSF trustees where they believe the Fund holds more than 90% of its investments in a single asset or in a single asset class. They are concerned that the Trustee’s investment strategy may not be in compliance with the Superannuation legislation. …
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