News

ASIC, Investments

Greenwashing actions revealed

ASIC has tackled close to 50 cases of greenwashing in the investment and super sector in the past 15 months, with the regulator’s response including taking court action and issuing heavy penalties.

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Death Benefits, Pensions

Correct death beneficiary a critical detail

Confirmation as to whom death benefits should be assigned needs to be established before a reversionary pension is implemented.

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ETFs, Investments

Three new ETFs enter the market

International wealth manager Dimensional Fund Advisors has launched three actively managed ETFs on the ASX to expand and complement its existing product range in Australia.

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Retirement

Insurance, healthcare impact retiree costs

Rising home and health insurance costs, along with higher electricity prices, are driving the amount needed for a comfortable retirement to new highs.

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Investments, Private Assets, Property

Private credit an alternative property route

Investing directly into property is very popular among Australians, but access to real estate via private credit vehicles is worth considering.

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Legislation, Tax

Coalition will scrap Div 296 tax

Division 296 tax Legislation Parliament SMSF Self-managed superannuation

It has been confirmed the Division 296 tax will be revoked by the federal opposition should the coalition be returned to power at the next election.

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Compliance & Regulation, Economy

General TBC expected to hit $2 million

Transfer balance cap CPI Consumer price index Inflation SMSF Self-managed superannuation

Inflation has risen enough to indicate the general transfer balance cap will increase again at the start of the of 2026 financial year.

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Economy, Investments

US recession unlikely

Recession US Interest rates Equities

An analysis of several key economic indicators suggests the US is likely to avoid a recession, with the possibility for an economic recovery instead.

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Pensions, Tax

Reversionary pensions impact $3m cap

Pension Non-reversionary pension Death benefit Division 296 tax Total superannuation balance

SMSF members who are death pension recipients can expect to have a reduced Division 296 tax liability if the income stream was non-reversionary.

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Economy

Rate rise not coming anytime soon

Interest rates RBA Reserve bank Inflation

While discussions over an interest rate rise before the end of the year will continue, a fund manager has forecast it is unlikely to happen.

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