News

ATO to scrutinise investment strategies

September 6, 2019

The ATO will ask some SMSFs to produce detailed investment strategies to justify why their investments are held in single assets.

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ATO, Compliance & Regulation

NALI trustee services directive to come

September 6, 2019

Jason Spits

The treatment of services provided in a personal capacity to an SMSF in relation to the non-arm’s-length income rules require more clarity, according to a senior technical services executive.

TBC has business real property implications

September 6, 2019

Darin Tyson-Chan

Holding business real property inside an SMSF may not be as advantageous as previously perceived prior to the implementation of the super reforms.

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Business news

Best trustee service providers awarded

September 6, 2019

Jason Spits

The leading service providers to SMSF trustees have been named by smstrusteenews for the seventh consecutive year.

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Commercial Property

Commercial property still a win for SMSF investors

September 6, 2019

Tharshini Ashokan

Commercial property will remain a good option for investors seeking a balanced investment strategy despite improved prospects within the residential property market, a specialist property lender says.

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Fixed Income, Investments

Corporate debt offers fixed income solution

September 6, 2019

Jason Spits

An investment manager has advised SMSF investors to consider allocations to the corporate loan market to enjoy better returns than those generated by cash or government bonds.

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Residential Property

Residential property listings drop in July

September 6, 2019

Darin Tyson-Chan

Residential property listings fell by 2.8 per cent in July, according to the latest figures from SQM Research.

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ASIC

Adviser banned for dishonest loans

September 6, 2019

Jason Spits

A former Victorian SMSF adviser has been banned by ASIC after it found he had borrowed money from clients’ accounts and had breached a range of financial services laws.

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Investments

Three Clime funds get strong SQM rating

September 6, 2019

Darin Tyson-Chan

SQM research has awarded a superior rating for three wealth offerings from Clime Investment Management.

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ATO, Superannuation

ATO acts on SMSFs with outstanding annual returns

August 7, 2019

Jason Spits

SMSFs that have failed to lodge an annual return or have been involved in illegal early-release efforts have been blocked by the ATO and will not be able to receive funds.

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