News

Economy, Financial Advice

US economy headed for soft landing

A global asset management firm has predicted a soft landing for the US economy and an optimistic attitude toward fixed income investments in 2025.

A global asset management firm has predicted a soft landing for the US economy and an optimistic attitude toward fixed income investments in 2025.

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ATO, Auditing

Trustee non-compliance gets worse

ATO Paul Delahunty auditor contravention reports SMSF Self-managed superannuation

Auditor contravention reports lodged with the ATO have shown a jump in non-compliance among SMSF trustees over recent years.

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Pensions, Tax

Legacy pension exits linked to Div 296 bill

Legacy pensions Division 296 bill Colonial First State Craig Day SMSF Self-managed superannuation

A plan to allow legacy pension exits may be derailed if the Division 296 tax does not become a reality as the former is designed to ease the application of the latter.

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Cryptocurrency, Investments

Bitcoin value no cause for alarm

The recent market correction in relation to the value of Bitcoin is consistent with historical experience and should not concern investors.

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Australian Shares, Investments

Earnings in low gear for new year

Australian shares Earnings dividends Equity Trustees Asset Management Darren Thompson

The weak conditions in the Australian economy will continue to shape earnings from the share market, with investors warned to expect low and flat dividends in 2025.

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SMSF, Tax

Div 296 tax just about dead

SMSF Association Peter Burgess Division 296 tax

The Division 296 tax bill is unlikely to progress any further through the Senate, but the government has yet to admit it is permanently stalled.

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NALI/NALE, Regulation, Tax

NALI tax allocation has flexibility

NALI Tax penalty SIS Regulations Accurium Mark Ellem Anthony Cullen

SMSF trustees cannot rely on the SIS Regulations to determine whether a NALI liability has to be allocated to a particular superannuation interest.

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Investments, Private Assets

Private credit role multifaceted

Metrix Credit Partners Andrew Lockhart private credit

The breadth of the private credit market means it can play a varied role within an investment portfolio depending on an individual’s aims.

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Administration, Trusts

SMSFs with unrelated parties imprudent

The establishment of an SMSF incorporating unrelated parties for joint investments is ill-advised and can complicate member disputes.

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Financial Advice, Investments

Dixon director has case dismissed

A case brought by ASIC against a Dixon Advisory director alleging a breach of duties in regards to decisions about the insolvency of the advice group has been dismissed.

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