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SMSF Death Duties For Property?

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Submitted by Financial Adviser on Tue, 10/30/2012 - 08:32

The ATO issued a draft tax ruling in November of 2011 (TR2011/D3) that created some concern within the SMSF trustee community, particularly those with property investments. The ruling stated that the pension tax exemption ceases automatically upon death (unless a reversionary pension was in place).

ATO focuses on novice investors

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Submitted by Financial Adviser on Mon, 06/18/2012 - 12:48
A key part of sound personal finance practice is to ensure you have at least a broad knowledge of how tax applies to your investments - and to understand the need to gain professional tax advice when necessary.
 

Transferring Shares to SMSF

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Submitted by Financial Adviser on Wed, 01/04/2012 - 14:21

The reason a lot of individuals choose to transfer shares to an SMSF is because of the low tax rates applicable to income and capital gains made within a super fund. Additionally, from the time a fund starts paying pensions, there is no tax at all on the income from assets used to pay the pension.

Capital gains in trusts - where do they go now?

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Submitted by Financial Adviser on Thu, 12/29/2011 - 03:02

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