Articles by Todd Wills

ATO, Compliance & Regulation

More SMSF trustees banned

ATO Trustee disqualification Superannuation Industry (Supervision) (SIS) Act SMSF

The ATO has taken action against a further 223 trustees, bringing the total number of disqualified trustees close to 600 for 2023.

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Australian Shares, International Shares, Investments

Income should take priority next year

Talaria equities income growth

Amid current market conditions, investors have been urged to prioritise equity income strategies over traditional portfolio growth indicators.

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Administration, Documentation, Legislation

Wet signatures reduce litigation risk

Trust deed deed electronic execution

Electronically signing a deed may expose it to litigation allowable under a state or territory outside of where the document was initially executed.

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International Shares, Investments

Brazil surges amid global uncertainty

Brazil equities investments

Latin America’s largest economy is presenting an untapped opportunity for equities investors after a period of economic turmoil.

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Administration, Auditing, Legislation, Tax

Valuation manipulation a compliance issue

Market value SIS regulation 8.02B Division 296 tax superannuation earnings tax

Attempting to avoid the impact of the $3 million soft cap tax by providing undervalued asset assessments is likely to create more problems for SMSF trustees than it solves.

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Retirement

Inflation puts strain on retirees

ASFA retirement standard

Retirees are experiencing growing challenges in sustaining a comfortable lifestyle due to the rising costs of basic necessities.

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ETFs

Access to short-term cash market opened

Betashares Australian cash ETF

Betashares has expanded its suite of cash and fixed-income fund offerings with the introduction of an Australian cash ETF.

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International Shares, Investments

Seek out opportunities beyond China

American Century emerging markets China

Given China’s restrained economic growth, investors should increasingly look to countries such as Brazil and India when seeking exposure to emerging economies in their portfolios.

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ETFs, Investments

New cash-flow ETF now available

Betashares cash flow ETF

Betashares has expanded its ETF line-up with the introduction of a new fund that tracks companies known for their robust cash flow.

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Administration, ATO, Auditing, Compliance & Regulation

Valuations focus to intensify

ATO SMSF asset valuations

The valuation of assets is an area of compliance the ATO is looking to focus on with greater intensity as a result of recent data analysis.

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