News

Options a viable portfolio protector

April 13, 2017

Implementing portfolio protection via the use of options can prevent investors from experiencing significant losses caused by periods of extreme market volatility, according to an executive specialising in derivatives.

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Compliance & Regulation

Debate over mandated minimums anticipated

SMSF Association head of policy Jordan George.

March 10, 2017

Krystine Lumanta

The minimum balance or starting point for SMSF establishment has been flagged as an area that will once again come under scrutiny as the wider super industry undergoes an assessment into its efficiency and competitiveness.

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Compliance & Regulation

Govt committed to best possible super system

March 10, 2017

Krystine Lumanta

Revenue and Financial Services Minister Kelly O’Dwyer has reaffirmed the federal government’s commitment to its changes to the superannuation system, maintaining they are necessary to best safeguard and grow people’s retirement savings.

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Investments

Dividend inflection point may be approaching

March 10, 2017

Darin Tyson-Chan

Australian companies could soon be at a point of scaling back the dividends they are declaring for shareholders in favour of greater reinvestment of profits, a senior portfolio manager has said.

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Compliance & Regulation

Separation of assets a major compliance issue

March 10, 2017

Darin Tyson-Chan

The recording of SMSF assets under the proper name or entity is an issue the ATO has ranked among its top 10 current compliance problems.

Still no grounds for property bubble claims

March 10, 2017

Krystine Lumanta

Limited recourse borrowing arrangements (LRBA) within the superannuation system are still too small to be responsible for driving a property bubble, yet a new report continues to propagate the myth that they are to blame.

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Compliance & Regulation

Optimal SMSF performance threshold defined

March 10, 2017

Darin Tyson-Chan

The latest joint research from SuperConcepts and the University of Adelaide’s International Centre for Financial Services has determined the SMSF asset balance at which investment returns generated significantly improve for members.

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Commercial Property

Commercial property good for diversification

March 10, 2017

Darin Tyson-Chan

Trustees should consider greater allocations to unlisted commercial property in SMSF portfolios for better diversification and returns, according to a manager for the asset class.

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ATO, Compliance & Regulation

ATO survey to follow up FSI

Ocean view with rock cliffs either side.

December 15, 2016

Darin Tyson-Chan

The ATO is currently running a survey to determine the state of limited recourse borrowing arrangements (LRBA) within SMSFs to see whether the regulation of these strategies is sufficient.

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Compliance & Regulation

New NCC bring-forward rule more complicated

December 15, 2016

Darin Tyson-Chan

SMSF trustees need to be aware of the change in the operation of the non-concessional cap bring-forward rule to ensure they are certain about the level of superannuation contributions they can make, an industry solicitor has said.

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