News

ATO, Pensions

ECPI discretion success has common factors

ECPI ATO discretion

A successful application for ATO discretion to claim exempt current pension income usually involves some common elements, a technical manager has said.

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Investments

Colchester fund gets ‘recommended’ rating

colchester zenith rating

Research house Zenith has awarded the Colchester Emerging Markets Bond Fund a ‘recommended’ rating.

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ATO, Investments, Superannuation

ATO to scrutinise investment strategies

ATO SMSFs investment strategy

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

NALI personal capacity

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.

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Commercial Property, Residential Property

TBC has business real property implications

transfer balance cap property

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

SMSF service providers

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

commercial property SMSF investors

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

corporate loan market

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

Residential property listings

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

ASIC banned SMSF adviser

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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