News

Compliance & Regulation

Imputation credits policy fails fairness test

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Wastepaper basket.

The SMSF Association has labelled the federal opposition’s proposal to abolish cash refunds for excess imputation credits often claimed by superannuants as an unfair strategy purely aimed at SMSFs.

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ATO

ATO releases reserves guidance

The ATO has issued an SMSF Regulator’s Bulletin detailing its stance on the use of reserves in SMSFs.

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Residential Property

Residential property owners look to cash in

The latest SQM research into the residential property market has shown an increase of 6.3 per cent in market listings during March.

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Compliance & Regulation

TBAR double counting bears tax penalty risks

The different rules governing the transfer balance account report (TBAR) for SMSFs compared with Australian Prudential Regulation Authority (APRA)-regulated super funds may easily lead to attracting an excess transfer balance cap determination and the associated tax penalty, a technical expert has warned.

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Residential Property

New scheme may facilitate third-party assistance

The First Home Super Saver Scheme (FHSSS) introduced as part of the 2017 federal budget could potentially provide a welcome avenue for third parties to assist in the purchase of a residence for younger family members, a technical expert has said.

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Investments

Portfolio performance comparison

Nick Shugg provides the latest SMSF tables to assess how well client investment portfolios are performing.

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ETFs

Magellan makes its own ETF market

Global fund manager Magellan Financial Group has taken on the role of market maker for its active exchange-traded funds (ETF) to ensure investors are provided with a sufficient level of liquidity in the offering.

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Business news

Market consensus vital to stock performance

SMSF trustees who wish to invest in shares must be aware of the market consensus and predicted levels of profit for the companies whose stock they are interested in buying, according to an equities strategist.

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Business news

Welcome to smstrusteenews

Selfmanagedsuper would like to welcome you to the rebranded Trustee News, which will be published under the new smstrusteenews title. The fresh branding coincides with the launch of the new dedicated selfmanagedsuper website for our trustee readership, www.smstrusteenews.com.au. The move means smstrusteenews now has a stand-alone website to provide those individuals running their own SMSFs […]

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Business news

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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