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ATO SMSF News Alert – advice for funds where members have a market linked pension

Income StreamsBy Aaron DunnJune 15, 2018Leave a comment

The ATO have provided important updated guidance for recipients of Market-Linked Pensions (MLP) as a result of an unintended consequence in the legislation that provides a nil value on commutation of the capped defined benefit income stream. In some instances, members have commuted the MLP within a SMSF post 1 July 2017 for transfer balance…

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ATO scrutiny ups the ante for paying SMSF pensions

Income StreamsBy Aaron DunnMay 13, 2019Leave a comment

Since transfer balance cap reporting commenced for self-managed superannuation funds (SMSFs), the Australian Taxation Office (ATO) has continued to observe a high level of re-reporting from within the SMSF sector.  This is mostly in response to determinations and commutation authorities that have been issued by the ATO. In some instances, the amended reporting indicates: the…

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ATO reminder to review SMSF investment strategies

Compliance, InvestmentsBy Aaron DunnNovember 1, 2021Leave a comment

As trustees and practitioners work through the annual compliance work for the 2021 financial year, the Australian Taxation Office (ATO) is provided a timely reminder (QC 67071) that SMSFs need to regularly review the fund’s SMSF investment strategy to help meet their investment and retirement goals.  The investment strategy is not designed to be a…

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Podcast | Episode 17 – ATO Position Paper: SMSF events-based reporting

Income StreamsBy Aaron DunnAugust 25, 20172 Comments

The ATO has published a position paper for industry consultation to consider two options in respect to a SMSFs reporting obligations for events that impact a member’s transfer balance account.

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ATO focusing in on SMSFs with single asset investment strategies

Compliance, InvestmentsBy Aaron DunnAugust 15, 2019Leave a comment

The Australian Taxation Office (ATO) is about to write to approximately 17,700 SMSFs to highlight their concerns that the fund may hold more than 90% or more of its assets in one asset, or a single asset class.  From this evidence, the letter from the Regulator raises the issue that the fund may be at…

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Recent Posts
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