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Compassionate release warning issued
The ATO has warned consumers, financial advisers and health practitioners it is aware of dishonest practices being used to access superannuation early for non-critical medical procedures.
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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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.
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ATO flags October SAR lodgment date
The Tax Office has reminded trustees that SMSFs need to start preparing for their SMSF annual return lodgment, which is due by 31 October 2025.
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.
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.