TITLE

THE CURIOUS CASES OF SMSF ESTATE PLANNING

AUTHOR(S)
Barrett, David
PUB. DATE
September 2015
SOURCE
Money Management;9/3/2015, Vol. 29 Issue 15, p31
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article offers information on various aspects related to self-managed superannuation funds (SMSF) for real-estate industry in Australia. Topics discussed, include the role of the Supreme Court for rulings related to SMSF, the contribution of the Australian Prudential Regulation Authority (APRA) for management of regulated funds, and cites the ruling by the court for cases such as Katz v. Grossman and Donovan v Donovan involving SMSF.
ACCESSION #
110183333

 

Related Articles

  • APRA opens door for MySuper cost-benefit analysis. Taylor, Mike // Super Review;May2012, Vol. 26 Issue 4, p3 

    The article reports on the proposed arrangements for the MySuper cost-benefit analysis by the Australian Prudential Regulation Authority (APRA) in 2012.

  • ASFA warns on APRA powers.  // Super Review;Mar2007, Vol. 21 Issue 2, p4 

    The article reports that the Association of Superannuation Funds of Australia (ASFA) has shown concern over the significant changes that are being proposed to the powers of the Australian Prudential Regulation Authority without enough explanation. The changes were included in the Federal...

  • ATO gets in on SIS Act.  // Super Review;Nov2007, Vol. 21 Issue 10, p1 

    The article reports on the plan of the Australian Taxation Office (ATO) to provide non-legally binding rulings on the Superannuation Industry Supervision Act (SIS Act) application with respect to self-managed superannuation funds (SMSFs) in Australia. The plan is due to the request of the...

  • Unlocking the Super Bank Is Not an option. Laurence, Michael // BRW;03/15/99, Vol. 21 Issue 9, p114 

    Discusses personal finance issues for Australian executives. How superannuation funds are rarely available for withdrawal before the age of retirement; Example of a divorcing couple and their attempt to have the funds released; Ruling of the Federal Court; Description of the exemptions on...

  • Working group supports old model.  // Super Review;Mar2007, Vol. 21 Issue 2, p10 

    The article presents information on the findings of a report released by a working group made up of the Australian Prudential Regulation Authority and the Australian Securities and Investments Commission. The report will disappoint those within the financial services industry seeking a single...

  • Aussie insurance regulator slams critics. Tomlinson, Damien // Business Insurance;8/20/2001, Vol. 35 Issue 34, p17 

    Focuses on the reaction of the Australian Prudential Regulation Authority (APRA) on the failure of the insurance regulatory body in Brisbane, Queensland. Defenses made by APRA; Participation of APRA in royal commission; Inability of APRA to prevent the collapse of HIH Insurance Ltd.

  • SMFSs should come under APRA jurisdiction.  // Super Review;May2011, Vol. 25 Issue 4, p11 

    The article presents a survey which suggests that the self-managed superannuation funds (SMSFs) should be subjected to the jurisdiction of Australian Prudential Regulation Authority (APRA).

  • Air ball.  // Super Review;Feb2010, Vol. 24 Issue 1, p24 

    The article focuses on the submissions of the superannuation administrators calling to be subject to regulation by the Australian Prudential Regulation Authority (APRA), in which the Rollover concludes that the administrators do not think of how the financial regulators are funded.

  • Making APRA pre-emptive post-Trio. Taylor, Mike // Money Management;9/20/2012, Vol. 26 Issue 36, p8 

    The article focuses on the release of a public consultation paper by Australian Financial Services and Support Minister Bill Shorten to strengthen the crisis management powers of Australian Prudential Regulation Authority (APRA).

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics