News

ATO

ATO scrutinising all unit trust investments

The ATO is in the process of examining all SMSF investments in unit trusts as part of its compliance activities regarding related-party transactions, a technical expert has revealed.

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LICs

Spheria unveils small and micro-cap LIC

Spheria Asset Management has launched a listed investment company (LIC), Spheria Emerging Companies Limited, to provide investors with access to small and micro-cap stocks in the Australian and New Zealand listed equity markets.

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Residential Property

Residential vacancy rates level off

The latest statistics published by investment research house SQM Research showed vacancy rates for residential properties around the country remained steady at 2.2 per cent in September.

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ATO, Compliance & Regulation

ATO finalises TBAR frequency

Someone uses a tablet device.

The ATO has handed down the outcome of its position paper, announcing that events-based reporting for SMSFs under its transfer balance account report (TBAR) regime will be limited to those SMSFs with members that have total super account balances of $1 million or more.

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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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