Articles by Todd Wills

ATO, Compliance & Regulation

ATO flags reporting deadlines

ATO SMSF annual return Self-managed superannuation Asset valuation

SMSF trustees have been reminded of the obligations they need to satisfy before lodging their fund’s annual return for the 2023/24 income year.

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Investments, Property

Better outcomes from new NDIS offering

NDIS National Disability Insurance Scheme Housing

SMSF members can receive solid returns and address some housing issues by investing in certain accommodation associated with the NDIS.

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Economy, Investments

Aust economy faces uncertain outlook

Recession Fiscal policy Australia US

Diverging fiscal policies suggest the US may avoid recession, while Australia faces weaker growth and economic challenges due to tighter spending.

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Legislation, SMSF, Tax

MPs raise Div 296 tax worries

Division 296 tax Self-managed superannuation SMSFs Teal Independents Farmers amendments

The teal independents have raised several concerns regarding the proposed Division 296 tax and called for urgent changes to mitigate its impact on SMSFs.

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Pensions

Significant change to pension rules

SMSF trustees have been warned of the significant tax risks if minimum pension payments are missed following a change to an established ATO ruling.

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Retirement

Insurance, healthcare impact retiree costs

Rising home and health insurance costs, along with higher electricity prices, are driving the amount needed for a comfortable retirement to new highs.

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Economy, Investments

US recession unlikely

Recession US Interest rates Equities

An analysis of several key economic indicators suggests the US is likely to avoid a recession, with the possibility for an economic recovery instead.

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ATO, SMSF

ATO makes SMSF courses available

ATO SMSF Self-managed superannuation Educational courses Set up Wind up

The ATO has launched two educational courses on its website to guide SMSF trustees through setting up or winding down a fund.

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Bonds, Investments

Bonds primed for rebound after rate cuts

Bonds Corporate bonds Income Asset Management Interest rate Cuts

Interest rate cuts due by the end of the year are expected to spark renewed investor interest in the corporate bond market.

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Superannuation, Tax

Early election could delay new tax

Division 296 tax Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other Measures) bill SMSF Self-managed superannuation SMSF Association NALE

The proposed Division 296 tax may not pass through parliament until 2025 if an election is announced in August.

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