Articles by Todd Wills

Investments

Distressed asset investment fund launched

distressed assets investment fund

Two investment management firms have joined forces to provide Australian investors with opportunities to invest in distressed assets and company turnarounds.

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Compliance & Regulation, Contributions, SMSF

Acceptance rules the contribution priority

superannuation contributions acceptance rules

Before advising clients on superannuation contributions, SMSF practitioners should first consider the acceptance rules trustees are bound by.

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ETFs

Initial fixed income ETF from JP Morgan

JP Morgan income ETF

JP Morgan has added to its Australian ETF suit by introducing its first fixed income fund and a growth-focused product for accessing emerging markets.

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Contributions, Superannuation

Prime time for concessional contributions

voluntary contributions superannuation

Trustees contemplating increasing their concessional contributions to their superannuation funds should take action within this fiscal year.

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Superannuation, Tax

$3m soft cap bill likely by mid-2024

superannuation earnings tax legislation

The government is likely to release draft legislation for the proposed $3 million superannuation earnings tax by early September, with the bill expected to pass through parliament in mid-2024.

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ATO, NALI/NALE, Tax

NALI interest ruling overturned

NALI interest income AAT

The AAT has ruled interest derived from a complex lending arrangement established by an SMSF trustee was not NALI despite the arrangements being at non-arm’s length.

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Australian Shares, Economy, Investments

Australian market outlook unrealistic

Australian stock market earnings

Predicted earnings for the Australian stock market may be too optimistic as several key factors appear not to have been taken into account.

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Contributions, Superannuation, Tax

$3m cap shouldn’t stop inflows

Contributions

Trustees should continue to contribute to their superannuation accounts as not doing so would not be a prudent strategy to adjust to the proposed super earnings tax.

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International Shares, Investments, Technology

Tech stocks a recession false flag

Technology stocks recession

The big tech companies’ recent impressive performance in the financial markets may give a misleading impression of the overall strength of the US economy.

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Our Story

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