News

ATO, Compliance & Regulation

Non-lodgement culprits on last notice

In the coming months the ATO will be increasing its activity against the most serious and common compliance breach, being SMSFs with significant balances that have continually failed to lodge an annual return.

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Investments

IPOs delivering strong returns in 2017

A year-to-date analysis of the performance of the initial public offerings (IPO) for 2017 has revealed companies that floated on the Australian Securities Exchange (ASX) for the first time have generated an average return of 25.9 per cent for the nine months ended 30 September.

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ATO

ATO to focus on asset valuation scrutiny

Kasey Macfarlane

The ATO has confirmed it will be examining SMSF asset valuations very closely in the immediate term due to the critical nature of these practices in regard to newly introduced elements such as the transfer balance cap, total super balance and capital gains tax (CGT) relief.

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ATO

Death benefit tax issues need more attention

The inability to roll over the portion of death benefit pensions that exceed a surviving member’s transfer balance cap (TBC) under the new super reforms means SMSF trustees must scrutinise the tax implications of retaining these monies inside super or exiting them from the system, an industry consultant has said.

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Investments

Earnings the key to sustained equity performance

A company’s earnings are the key element SMSF trustees should be taking into account in order to achieve consistent earnings from the equities held in their portfolios, according to an industry educator.

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Investments

August reporting season produces some winners

The August company reporting season has unearthed some stocks with the potential to be real winners for SMSF investors seeking yield, according to an equities expert.

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ATO

ATO casts doubt over BDBN pension treatment

The ATO has hinted it will be examining whether a binding death benefit nomination (BDBN) can affect the treatment of an existing member’s pension upon the death of that member.

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Strategy

Double-up makes two-SMSF strategy questionable

The necessity to replicate standard process makes the strategy of holding two SMSFs to comply with the new super reforms one that trustees must consider carefully before implementation, according to a specialist educational provider.

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Investments

Investors must look for technology leaders

SMSF members should look to invest in companies that will be distinct winners in the technology sector as its evolution continues to cause disruption within conventional society, a global fund manager has said.

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ATO

Superannuation tax framework done

Typed page reads 'THE END'.

Revenue and Financial Services Minister Kelly O’Dwyer has declared the federal government’s work on the tax structure of the Australian retirement savings system is now complete and no further changes in this area will be made.

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