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Are your SMSF borrowings compliant under the new ATO ‘Safe Harbour’ terms?

24 June 2016

Are your SMSF borrowings compliant for any current or future related-party lending arrangement? Could you be facing unexpected and costly non-compliance penalties from the Australian Tax Office (ATO)?

ATO Practical Compliance Guideline (PCG 2016/5) looks to provide practical guidance to assist taxpayers in complying with relevant tax laws when utilising a limited recourse borrowing arrangement (LRBA) to acquire real property (residential or commercial).

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Changes to SMSFs you need to know about before investing

15 June 2015

Do you run your own super fund?
How do you stay up-to-date with recent changes? As the Trustee for your SMSF, you have a number of legal obligations. Penalties for breaching your compliance obligations can be severe – including fines, increased taxation loading, ATO rectification orders and mandatory education requirements. Check out this recent article in AFR’s Smart Investor Magazine discussing the latest changes to SMSFs.

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Update on recent SMSF investment issues

15 March 2015

As we always to to reiterate, if your clients act on incorrect legal advice when purchasing a property through their SMSF, they could be faced with:

  • lost tax benefits
  • reduced retirement savings
  • double stamp duty payments.
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Help your clients avoid common SMSF investment traps

30 April 2014

As an accountant, broker or financial planner, your clients rely on your advice and expertise.

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SMSF checklist for real estate agents

12 August 2013

Before signing-up an SMSF purchaser to a listing you manage, we recommend you review our essential 9-point checklist. It will help you ensure the sale closes quickly and without unnecessary complications.

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SMSF checklist for property investors

12 August 2013

Before going ahead with your SMSF investment purchase, we recommend you review this essential 9-point checklist. It will help you ensure you have considered all your risks and opportunities from a legal standpoint.

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