News : Trusts

ATO, Compliance & Regulation, Trusts

Family SMSFs must ponder disqualification

Individuals should consider the implications a serious compliance breach will have before including family members as SMSF trustees.

Individuals should consider the implications a serious compliance breach will have before including family members as SMSF trustees.

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International Shares, SMSF, Superannuation, Trusts

Interest rate expectations favour small caps

Small caps, Global X, ETF, Billy Leung, exchange-traded funds, global market,

The current global economic environment reflecting an expectation of interest rate cuts presents an opportune moment for investing in small caps.

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SMSF, Trusts

Shareholders key to corporate trustee

Accurium, company directors, company shareholders, corporate trustee, Estate planning, Mark Ellem, Self-managed superannuation, SMSF

Practitioners need to act with caution when appointing the shareholders of the SMSF corporate trustee company in the absence of any relevant rules.

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Cryptocurrency, Currency, Trusts

Trump good news for cryptocurrencies

Certain events since the election of Donald Trump as the US president indicate the environment for cryptocurrencies is likely to be positive.

Certain events since the election of Donald Trump as the US president indicate the environment for cryptocurrencies is likely to be positive.

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Australian Shares, Economy, SMSF, Superannuation, Trusts

Company listings well down in 2024

The number of new company listing on the ASX in 2024 was at its lowest point for the past 20 years, with large caps dominating the year’s activity.

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SMSF, Superannuation, Trusts

Fixed interest future promising

Global economic conditions have increased the prospect of good returns from fixed interest investments but active portfolio management will still be required.

Global economic conditions have increased the prospect of good returns from fixed interest investments but active portfolio management will still be required.

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Business news, Investments, SMSF, Superannuation, Trusts

Growth projected for EU Infrastructure

Growth is predicted for European-based infrastructure assets post-2025 by a global asset managers due to industry sector expansion.

Growth is predicted for European-based infrastructure assets post-2025 by a global asset manager due to industry sector expansion.

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SMSF, Superannuation, Trusts

Notes to SMSF accounts have critical role

ATO

The notes to the financial statements for an SMSF take on particular significance due to the special-purpose nature of these entities.

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Administration, Trusts

SMSFs with unrelated parties imprudent

The establishment of an SMSF incorporating unrelated parties for joint investments is ill-advised and can complicate member disputes.

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Documentation, Trusts

TIS obligations more severe for SMSFs

SMSF Self-managed superannuation trust income schedule trust distributions wrap platform Accurium Mark Ellem

The new requirement to complete a trust income schedule for trust and managed fund distributions is more imposing for SMSF trustees.

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