News

ATO ID provides greater life insurance flexibility

July 7, 2015

A recent ATO interpretative decision (ID) has provided increased flexibility for SMSF trustees in regard to the tax treatment of life insurance cover taken out inside the fund.

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Compliance & Regulation

New education platform for SMSF trustees

July 7, 2015

Darin Tyson-Chan

SMSF trustees and advisers now have access to a new education platform aimed at keeping them up to date with the latest developments in the sector.

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ATO, Investments

Negative gearing not good SMSF fit

July 7, 2015

Darin Tyson-Chan

Individuals looking to implement a negative gearing strategy to invest in residential property should do so outside of their SMSF, an accounting firm partner has said.

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Compliance & Regulation

No new taxes on superannuation, for now

Close-up of hands shuffling a pack of cards

May 29, 2015

The federal government kept its promise that there would be no new taxes on superannuation in this year’s budget, however, the Financial Planning Association (FPA) warned it might not be long before the situation changed.

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Direct Domestic Shares

Aust equities opportunities still exist

May 29, 2015

Darin Tyson-Chan

Despite pervading sentiment domestic shares have had their run and are now too expensive, specialist investment house Dalton Nicol Reid believes good investment opportunities in that market can be found in some specific areas.

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Compliance & Regulation

Age pension treatment a budget positive

May 29, 2015

Darin Tyson-Chan

The 2015 federal budget announcements regarding the age pension and the fairness contained in the initiatives have been applauded by respected quarters of the SMSF sector.

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Infrastructure

Infrastructure for SMSFs to develop over time

May 29, 2015

Krystine Lumanta

The federal budget’s strong focus on future Australian infrastructure will help the SMSF sector access more opportunities in the asset class, however, these developments will not be felt immediately.

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Investments

Broking house launches watch app

May 29, 2015

Darin Tyson-Chan

Online brokerage firm Bell Direct has developed an application for the Apple Watch, allowing its clients to monitor the performance of their investment portfolios via a timepiece.

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Commercial Property

Commercial property good for SMSF retirees

May 29, 2015

Darin Tyson-Chan

Commercial property can play an important role within SMSF portfolios for the increasing number of trustees moving from the accumulation phase into the retirement phase of their lives, an SMSF technical expert has said.

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Compliance & Regulation

Change to early access rules applauded

May 29, 2015

Darin Tyson-Chan

The federal government’s decision to ease the rules around early access to retirement savings as a result of terminal illness has drawn praise from industry bodies.

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