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The NTAA’s Financial Advice Newsletter Edition No. 32. Apr 2016
DOWNLOAD PDFDo BDBNs need to be renewed every three years? Practical compliance guidelines issued regarding SMSF limited recourse loans. Paperwork and actuarial requirements for an SMSF pension. Still time to prepare for 1 July.
The NTAA’s Financial Advice Newsletter Edition No. 31. Mar 2016
DOWNLOAD PDFCan an SMSF sell a property to a related party? Confirmation of super guarantee charge assessments by AAT. Superannuation rates and thresholds for 2016-17. ASIC stops potentially misleading SMSF social media advertising.
The NTAA’s Financial Advice Newsletter Edition No. 25. Aug 2015
DOWNLOAD PDFChange of ATO approach with reporting contributions to an SMSF under a contribution reserving strategy. Disability superannuation benefit – medical certificates. “Accountants’ Exemption and YOU” seminars completed.
The NTAA’s Financial Advice Newsletter Edition No. 24. Jul 2015
DOWNLOAD PDFStatements on SMSF found by ASIC to be misleading and deceptive. Disqualification of SMSF trustee for dishonesty offences – Shaw v FC of T. Proposed extended access to superannuation for terminal illness. USA retirement account not a foreign super fund.
The NTAA’s Financial Advice Newsletter Edition No. 23. Jun 2015
DOWNLOAD PDFOnly one year to go. Meaning of “legally qualified medical practitioners” for super purposes. SMSF liable to repay contributions received in breach of director’s duties. Utilising the lifetime CGT cap to boost retirement savings!
The NTAA’s Financial Advice Newsletter Edition No. 22. May 2015
DOWNLOAD PDFTaxpayer alert on transfer of dividends to an SMSF. SMSF’s purchase of insurance policy was in breach of SIS Act. SMSF binding death benefit nomination held to be invalid. The NEW regime for excess Non-Concessional Contributions.
The NTAA’s Financial Advice Newsletter Edition No. 21. Apr 2015
DOWNLOAD PDFBreach of rules leads to monetary penalties for SMSF. Can a child be a member of an SMSF? LPR did not have to be appointed as trustee.
The NTAA’s Financial Advice Newsletter Edition No. 18. Dec 2014
DOWNLOAD PDFSignificant penalties for super fund contraventions. Commutation of a transition to retirement income stream. No “special circumstances” in relation to excess super contributions. Can an SMSF engage a member builder/tradie? Comparison of fund will be key.