News

Compliance & Regulation

Franking credit inquiry opposes refund changes

The final report from an inquiry into the removal of franking credits to some individuals has opposed the move, despite being split along party lines.

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ATO

ATO to review cryptocurrency assets

The ATO has started reviewing transaction data to ensure SMSFs who invest in cryptocurrency are complying with their tax obligations.

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Residential Property

Residential property listings drop in April

National property sales listings fell by 6.3 per cent in April to 332,236 from 354,459 in March.

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Retirement

Franking credit refunds enhancing risk

Franking credit refunds discourage diversification in SMSF investment strategies, putting retirement savings at risk, according to a Labor MP. The only fully refundable imputation system in the world encourages investors to be overweight Australian shares, meaning they have not adequately spread their risk. When quizzed about their approach to the diversification of their retirement savings, […]

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Opinion

Don’t let yourself be forgotten

We are taught from a very young age life is full of challenges and that through determination and perseverance we can forge a strong and successful future, and if we are lucky enough, for our family as well – our life’s plan.

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Strategy

Corporate trustee not foolproof

Significant events such as having a fund member die can highlight the flaws contained within a corporate SMSF trustee structure, according to an industry strategy specialist.

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Investments

Transportation worth a new look

Changes to worldwide banking regulations, along with low correlations to other asset classes, have made transportation assets an investment class individuals should consider for portfolio allocations, a global fund manager has said.

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Business news

Vanguard goes to market with new ETF

A new active exchange-traded fund has been released to market offering investors access to a diversified portfolio of international equities.

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Business news, Regulation

Budget contributions measure may cause confusion

An SMSF sector expert has warned compliance breaches may result from confusion over the contribution rules changes included in the 2019 federal budget.

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ATO, Pensions

Changes made to ECPI calculation rules

Calculations written on chalkboard
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The methodology for calculating ECPI has been changed, allowing trustees in accumulation and retirement phases in one financial year to choose their preferred method of calculation.

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