Articles by Todd Wills

Contributions, Superannuation

Second splitting request not permitted

Concessional contribution Contribution splitting Superannuation BT Financial Group

SMSF members only have one opportunity to make an application to split a concessional contribution with a spouse in a given financial year.

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Bonds, Economy, Investments

Bonds set to soar with deflation

Bonds Inflation Interest rates

High-quality Australian bonds have been singled out as an attractive investment option, promising both stability and appealing returns in 2024.

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Legislation, SMSFA, Tax

Indexation change proposed for Div 296

Division 296 Indexation Cap SMSF Association

An amendment to ensure the $3 million threshold for the proposed Division 296 tax will be subject to indexation is likely to be introduced into parliament.

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Australian Shares, International Shares, Investments

More investment options from OpenInvest

OpenInvest Aldersley Capital

OpenInvest has teamed up with Aldersley Capital to offer access to three distinct investment portfolios.

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ETFs

BlackRock broadens ETF suite

BlackRock iShares ETF iShares Factor ETF

BlackRock will add three additional options to its iShares style-based suite of exchange-traded funds.

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Australian Shares

WAM Leaders announces takeover bid

WAM Leaders Wilson Asset Management QV Equities off-market takeover

A Wilson Asset Management subsidiary has announced plans to acquire QV Equities, aiming to bolster shareholder value and market relevance.

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Bonds, Fixed Income, Investments

Optimal time for bond allocations

Bonds Fixed-income Reserve Bank of Australia

Investors looking to add bonds to their portfolios should do so promptly to take advantage of high yields before potential interest rate reductions.

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Australian Shares, Economy, International Shares, Investments

US recession anticipated

Recession Equities Bonds Investments American Century

The US economy is likely to suffer a recession in the early part of the new year and the downturn is unlikely to be gradual.

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Compliance & Regulation, Legislation

Digital document authorisation approved

Document execution Digital authorisation myGov SMSFA

From the start of this year, individuals now have the option of using two digital methods to execute statutory declarations in addition to a traditional paper-based approach.

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ATO, SMSF, Superannuation

Drawdown approval contemplated

SMSF ATO Illegal early access withdrawal approval

In an effort to curb cases of illegal early access, the ATO may introduce an additional compliance requirement before funds can be released from an SMSF.

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