News

SMSFA, Superannuation, Tax

Senate implored to reject new tax

SMSF Association $3m soft cap tax superannuation earnings tax unrealised capital gains

The SMSF Association is calling on crossbench senators to reject the government’s $3 million soft cap bill introduced into parliament yesterday.

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Administration, Documentation, Legislation

Wet signatures reduce litigation risk

Trust deed deed electronic execution

Electronically signing a deed may expose it to litigation allowable under a state or territory outside of where the document was initially executed.

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International Shares, Investments

Brazil surges amid global uncertainty

Brazil equities investments

Latin America’s largest economy is presenting an untapped opportunity for equities investors after a period of economic turmoil.

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Administration, Auditing, Legislation, Tax

Valuation manipulation a compliance issue

Market value SIS regulation 8.02B Division 296 tax superannuation earnings tax

Attempting to avoid the impact of the $3 million soft cap tax by providing undervalued asset assessments is likely to create more problems for SMSF trustees than it solves.

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Australian Shares, Bonds, International Shares

Active portfolios primed for growth

JP Morgan shares bonds long term capital markets

Investment portfolios with a 60/40 share and bonds mix are primed to do well, but will need to take active positions to maintain long-term growth.

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Retirement

Inflation puts strain on retirees

ASFA retirement standard

Retirees are experiencing growing challenges in sustaining a comfortable lifestyle due to the rising costs of basic necessities.

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ETFs

Access to short-term cash market opened

Betashares Australian cash ETF

Betashares has expanded its suite of cash and fixed-income fund offerings with the introduction of an Australian cash ETF.

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Legislation, Superannuation

Super wars side chosen

superannuation wars NALE earnings tax Angus Taylor

The government’s legislative agenda has reignited the superannuation wars and clearly shows it has sided against the SMSF sector.

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ATO, Compliance & Regulation, Superannuation

Illegal early access to be measured

ATO SMSF illegal early access

The ATO has commenced a new program tracking the impact of illegal early access from SMSFs in an effort to identify those most likely to engage in the practice.

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International Shares, Investments

Seek out opportunities beyond China

American Century emerging markets China

Given China’s restrained economic growth, investors should increasingly look to countries such as Brazil and India when seeking exposure to emerging economies in their portfolios.

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