News

Compliance & Regulation, SMSF

Disqualifications can be overturned

A recent AAT decision has shown a trustee disqualification can be challenged successfully if the right set of circumstances can be established.

A recent AAT decision has shown a trustee disqualification can be challenged successfully if the right set of circumstances can be established.

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ASIC, Australian Shares, Investments

Regulators demand ASX action

Australian Securities Exchange, ASX, CHESS system, RBA, ASX Clear Pty Limited, ASX Settlement Pty Ltd, Michele Bullock, ASIC,  Joe Longo, Reserve Bank of Australia,

The RBA and ASIC have publicly reprimanded the ASX over a critical system failure last year, calling for more action to prevent a reoccurrence in the future.

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International Shares, Investments

Investment opportunities reside within Asia

China, Japan, India, Fidelity International, Amit Goel, George Efstathopoulos,

Investment opportunities are presenting themselves in China, Japan and India as a result of economic and industrial developments.

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ETFs, Investments

New Global X currency-hedged gold ETF

Global X has launched a new gold bullion currency-hedged exchange-traded fund on the ASX today, expanding its range of ETFs to 42.

Global X has launched a new gold bullion currency-hedged exchange-traded fund on the ASX today, expanding its range of ETFs to 42.

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ATO, Compliance & Regulation

Onus on trustees for benefits access

The ATO has warned trustees they will be held accountable for members who access super without meeting a legitimate condition of release.

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Contributions

Tax strategy contribution split unwise

Best practice suggests a contribution reserving strategy should be implemented using two separate transactions even though it is not required legally.

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International Shares, Investments

US tariffs will have big indirect impact

The indirect impact of the new US tariffs will have a substantial effect on Australia, but may have a positive influence on domestic interest rates.

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ASIC, ATO, Auditing, Regulation

More SMSF auditors sanctioned

ASIC, SMSF auditor, Australian Securities and Investments Commission, ATO,

ASIC has cracked down on 17 SMSF auditors who failed to meet their compliance obligations, banning some and imposing various disciplinary measures on others.

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ATO, Tax

Compassionate payout must exclude tax

Medical compassionate grounds, Colonial First State, Craig Day, SMSF Association, SMSF Association National Conference 2025, Melbourne, 

Early payments made from SMSFs on medical compassionate grounds must have tax deducted before they are received by the relevant member.

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Investments

Some small-cap areas under pressure

Certain segments of the Australian small-cap sector appear to be under pressure as born out in the latest local market reporting season.

Certain segments of the Australian small-cap sector appear to be under pressure as born out in the latest local market reporting season.

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