News

Insurance, SMSF

Insurance proceeds status changed

A new method to treat insurance proceeds received by a super fund has been unexpectedly included in draft Taxation Ruling 2010/1DC2.

A new method to treat insurance proceeds received by a super fund has been unexpectedly included in draft Taxation Ruling 2010/1DC2.

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SMSF, Superannuation, Tax

Deed not sole trustee duty determinant

SMSF trustees must keep in mind the SIS Act dictates their responsibilities in running a fund go beyond those contained in the trust deed.

SMSF trustees must keep in mind the SIS Act dictates their responsibilities in running a fund go beyond those contained in the trust deed.

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Trusts

Falling US bond yields spook investors

US bond yields, Talaria Capital, Hugh Selby-Smith,

The fall in US bond yields has highlighted the dangers of overcommitting to that market as foreign investors start to redirect capital to assets closer to home.

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Australian Shares, ETFs, SMSF

SMSF trading service launched

A global online trading platform has expanded its Australian services to include SMSF investors, offering zero cost on fees and specific trades.

A global online trading platform has expanded its Australian services to include SMSF investors, offering zero cost on fees and specific trades.

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Technology

Cybersecurity alertness recommended

The cyberattacks directed at several public offer funds should provide SMSF trustees with a reminder to employ best-technology security practices.

The cyberattacks directed at several public offer funds should provide SMSF trustees with a reminder to employ best-technology security practices.

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ATO, SMSF, Trusts

Treatment of UPEs could change

The treatment of UPEs as loans from beneficiaries to unit trusts may no longer stand due to a recent full Federal Court decision.

The treatment of UPEs as loans from beneficiaries to unit trusts may no longer stand due to a recent full Federal Court decision.

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ETFs

Best-performing ETFs acknowledged

Global X, Australian Securities Exchange, ASX, Artificial Intelligence, AI,

A global fund manager’s report has recognised the best and worst-performing exchange-traded funds over the past 12 months.

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Australian Shares, Investments

LICs can be better for income seekers

Listed investment companies have the ability to produce more optimal outcomes for individuals wanting their portfolio to deliver income.

Listed investment companies have the ability to produce more optimal outcomes for individuals wanting their portfolio to deliver income.

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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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