News

Compliance & Regulation, Contributions, Downsizer, Legislation, Regulation

Downsizer rules applied strictly

The ownership rules required to be satisfied before an SMSF member can make a downsizer contributions can be inflexible in some scenarios.

The ownership rules required to be satisfied before an SMSF member can make a downsizer contribution can be inflexible in some scenarios.

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Cryptocurrency, Investments

Digital assets go beyond crypto

SMSF trustees should not confine their digital asset investments solely to cryptocurrencies as this approach may see them miss other opportunities.

SMSF trustees should not confine their digital asset investments solely to cryptocurrencies as this approach may see them miss other opportunities.

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Compliance & Regulation, Legislation

Wind-ups delayed by key-person risk

Key-person risk on several fronts has been acknowledged as a critical factor hampering the process of winding up an SMSF.

Key-person risk on several fronts has been acknowledged as a critical factor hampering the process of winding up an SMSF.

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ETFs, Infrastructure, International Shares, Investments

Investors provided with two new ETFs

Two new ETFs have been introduced to the ASX, delivering investors greater opportunities in the global equities and infrastructure sectors.

Two new ETFs have been introduced to the ASX, delivering investors greater opportunities in the global equities and infrastructure sectors.

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ATO, Compliance & Regulation, Documentation, Regulation

Common admin errors revealed

Common errors trustees are making with regard to SMSF annual returns have been recognised and revealed by the sector regulator.

Common errors trustees are making with regard to SMSF annual returns have been recognised and revealed by the sector regulator.

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Commercial Property, Infrastructure, Investments

Private credit fund structure important

SMSF investors must recognise the different approaches private credit fund managers take before making a portfolio allocation to one.

SMSF investors must recognise the different approaches private credit fund managers take before making a portfolio allocation to one.

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Cryptocurrency, Investments, Retirement

Crypto building SMSF momentum

SMSFs are now playing a leading role in the adoption of cryptocurrency as interest in digital assets increases among older investors.

SMSFs are now playing a leading role in the adoption of cryptocurrency as interest in digital assets increases among older investors.

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Compliance & Regulation, Legislation, Regulation

Valuations not key to IHA compliance

The true nature of an in-house asset breach is not about whether the valuation of the holdings involved exceeds the allowable threshold.

The true nature of an in-house asset breach is not about whether the valuation of the holdings involved exceeds the allowable threshold.

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Bonds, Economy, Investments

Attitude toward bonds requires shift

The current economic landscape requires a rethink as to how fixed-income instruments are comprised within investment portfolios.

The current economic landscape requires a rethink as to how fixed-income instruments are comprised within investment portfolios.

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Compliance & Regulation, Legislation, Regulation

Complexity with SMSF loan write-offs

Specific recovery actions have to be taken to prove a private loan from an SMSF will not be paid back and should be written off.

Specific recovery actions have to be taken to prove a private loan from an SMSF will not be paid back and should be written off.

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