News : Strategy

Investments, SMSF, Strategy

Investment bands a compliance hazard

SMSF portfolio Asset allocations Investment strategies Compliance Liz Westover

The inclusion of specific allocations to particular asset classes in SMSF investment strategies should be avoided to mitigate compliance issues.

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Administration, Strategy, Superannuation, Tax

Deductibility of deed changes not uniform

Tax deductibility Trust deed amendment legal expenses

Determining whether legal fees arising from a trust deed amendment are tax deductible will hinge on the nature of the expenses in question.

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ATO, Compliance & Regulation, Strategy

Voluntary disclosure scheme not speedy

ATO voluntary disclosure scheme

Patience and persistence are required when looking to use the ATO’s early engagement and voluntary disclosure scheme to secure a satisfactory outcome.

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Private Assets, SMSF, Strategy

Segregation for single assets barred

Single asset segregation SMSF

A single asset cannot be treated in a manner that allows it to support some SMSF members in accumulation phase and others with a pension account.

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Australian Shares, International Shares, Investments, Strategy

Yield investing not just about high dividends

High yield stocks

Investors searching for yield from their portfolio should not be fixated on shares currently offering high dividend payments.

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Investments, Strategy

Identification of quality of most benefit

Quality stocks

Investors should look to buy quality shares and assess this characteristic in the context of where a particular company is headed in the future.

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Strategy

ATO rules out strategy wording

ATO investment strategy wording

While demand for specific SMSF investment strategy wording from the ATO is high, trustees will not be receiving this type of regulatory assistance.

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Economy, Investments, Strategy

Focus on quality stocks over investment style

recession

American Century’s CIO is predicting a US recession and is advising investors to prioritise quality securities and potentially lengthen fixed income portfolio duration.

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Economy, Strategy

Inflation may drive TBC up

inflation transfer balance cap

The transfer balance cap may increase to $1.9 million via the second application of indexation measures driven by the current inflation levels.

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Retirement, Strategy

Balance equality boost from new rules

SMSF balance work test

It will be easier for spouses who are members of the same SMSF to even up their superannuation balance in the 2023 financial year due to the change in the work test rule.

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