News

Superannuation

Peak TBA level fixes indexation

TBA level TBC indexation

The highest recorded transfer balance account amount determines how much of the transfer balance cap indexation an individual is entitled to use.

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Investments

Vanguard flags investment scam

vanguard investment scam

Vanguard has warned investors of a phishing scam using the fund manager’s brand to offer bond investments via a fraudulent website.

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Pensions

Drawdown path key to bankruptcy protection

SMSF drawdown bankruptcy

Advisers should be aware the drawdown method used by an individual can influence how effective an asset protection vehicle an SMSF can be in the event of a member being declared bankrupt.

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Investments

Recent dip won’t diminish tech stocks

technology stocks earnings

The diversity of the technology sector means its long term growth should be stable despite recent short term losses in earnings, according to Blackrock.

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Compliance & Regulation

Poor trustee history can close SMSFs

SMST trustee compliance history

The inclusion of a trustee with a poor compliance history can create future problems for an SMSF and lead to the ATO making the fund non-compliant.

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Australian Shares, Investments

Dividend growth most important

dividend growth

Investors have been reminded to assess the future dividend growth capacity of companies when looking to boost the income from their portfolios.

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Retirement, Superannuation

Majority of retirees running out of super

retirees run out of super

New research has found most retirees currently run out of super well before their death, contrasting recent claims they are sitting on large sums.

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Superannuation, Tax

NALE no-action period extended

NALE ATO action

The ATO will not take action in regards to non-arm’s-length expenses for another year, but has yet to decide on a final position on the matter.

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Documentation

Electronic execution measures on hold

Electronic deed execution

The government’s move to extend temporary measures allowing the execution of legal documents electronically has been delayed.

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Investments

Bad outcome likely from gambling in markets

online trading retail investors

The volume of ill-informed trading from retail investors using online platforms is reaching problematic proportions.

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