News

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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Investments

Current factors unfavourable for value investing

The current economic environment typified by low interest rates does not favour the theory of value investing, but instead presents a better setting for a growth investing approach, a senior executive at a share research and funds management firm has said.

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Compliance & Regulation

Improved director performance methods needed

The revelations of the banking royal commission have highlighted the need to find more effective methods to enable boards of directors to ensure good governance is practised within organisations, a senior research executive has said.

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Compliance & Regulation

APRA CBA report already making a difference

The Australian Prudential Regulation Authority (APRA) report on Commonwealth Bank of Australia (CBA) subsequent to its prudential inquiry findings is already having an effect on the corporate governance of boards of directors across the domestic business landscape, according to a panel of corporation chairmen.

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Economy

Budget delivers favourable change for SMSFs

Federal Treasurer Scott Morrison’s third budget includes measures considered to have a positive effect on SMSFs and contains no significant tinkering with the superannuation system.

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Strategy

Second property meets downsizer 10-year rule

SMSF trustees whose property is acquired through compulsory acquisition can purchase a new property, classify it as their main residence, and still qualify for the 10-year criterion as per the downsizer contributions rules, according to an industry expert.

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