News

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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ETFs, Investments

ETF suite from new partnership

JP Morgan Asset Management and Vanguard have partnered to launch a suite of new ETFs combining both active and passive strategies.

JP Morgan Asset Management and Vanguard have partnered to launch a suite of new ETFs combining both active and passive strategies.

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Division 296, Superannuation, Tax

Div 296 changes announced

The government will change the proposed Division 296 tax to only apply to realised earnings, but will add a second threshold at a higher rate.

The government will change the proposed Division 296 tax to only apply to realised earnings, but will add a second threshold at a higher rate.

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Investments

AI investment opportunities to take off

The AI sector is likely to provide numerous investment opportunities in the immediate future as it moves into the next phase of its evolution.

The AI sector is likely to provide numerous investment opportunities in the immediate future as it moves into the next phase of its evolution.

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Regulation, Superannuation

Warning over compassionate release

A joint warning from two industry regulators has been issued to address the inappropriate early release of super benefits on compassionate grounds.

A joint warning from two industry regulators has been issued to address the inappropriate early release of super benefits on compassionate grounds.

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Division 296, Superannuation, Tax

Govt makes super tax changes at last

The amendments to the proposed Division 296 tax will mean trustees will have to revisit their approach to this superannuation impost.

The amendments to the proposed Division 296 tax will mean trustees will have to revisit their approach to this superannuation impost.

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Compliance & Regulation, Death Benefits, Estate Planning

Court can issue death benefit guidance

SMSF trustees who are unsure as to their death benefit payment responsibilites can approach the court to guide them through the process.

SMSF trustees who are unsure as to their death benefit payment responsibilites can approach the court to guide them through the process.

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Economy

Two more rate cuts tipped for 2025/26

A chief economist has predicted the RBA will drop the official interest rate two more times in the 2026 income year.

A chief economist has predicted the RBA will drop the official interest rate two more times in the 2026 income year.

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