News

Retirement

Market-linked pension commutations unclear

The SMSF Association is seeking clarity from the ATO over its position regarding the treatment of market-linked pension commutations on an individual’s transfer balance account.

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Strategy

PPM expands equities portfolio access

Sydney-based boutique investment firm Private Portfolio Managers (PPM) has announced its separately managed account model Australian equities and global equities portfolios are now available on multiple platforms.

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ATO, Business news

ATO to apply Part IVA to reserve scrutiny

The ATO has made known its intention of determining whether there are any breaches of the Income Tax Assessment Act 1936 Part IVA rule when examining the use of reserves in an SMSF.

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Investments

Small caps outdo larger shares

Australia’s small-cap shares have raced ahead of the largest shares in a tale of two markets, according to Lonsec Research.

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Residential Property

Brisbane rental vacancies fall in May

Brisbane’s residential rental vacancy rate fell for the fifth consecutive month in May, representing good news for property investors in the Queensland capital.

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Investments

Portfolios need active-passive mix

Investment portfolios should consist of both active and passive investment strategies as longer-term market cycles favour both approaches at different points, according to a fund manager.

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Compliance & Regulation

Productivity Commission finds small SMSFs worse off

The investment performance of SMSFs with less than $1 million in assets is significantly worse than that of institutional funds, according to the Productivity Commission’s assessment of superannuation’s efficiency and competitiveness.

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Strategy

LRBA treatment for total super balance amended

The federal government has backed down on its proposal to count outstanding limited recourse borrowing arrangement (LRBA) loan balances against an SMSF member’s total super balance by making a key amendment to the measure.

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Residential Property

Investors need to prepare for rate rise

Although interest rates are currently very low, individuals need to take into account the possibility of a rate rise and the potential impact it might have on their investment strategies, an economist has said.

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Strategy

Poor CGT advice being provided

A technical expert has expressed his concerns about the poor quality of advice some SMSF trustees have admitted to receiving with regard to the super reforms capital gains tax (CGT) relief provision.

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