News

Strategy

Contributions not just limited to cash

SMSF trustees need to look beyond cash transfers when assessing whether they are adhering to the annual contributions caps under the new superannuation rules.

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Investments

Reporting season a valuable investing guide

Reporting season, when listed companies release their latest results, can be a useful guide as to which locally listed shares to invest in, a prominent equities analyst has said.

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Documentation

Actuarial certificates still required

The government has confirmed the need for an actuarial certificate to claim exempt current pension income (ECPI) when the assets of an SMSF are not segregated, with the release of the Treasury Laws Amendment (Fair and Sustainable Superannuation) Regulations 2017 in late March.

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Economy

Markets to rise in medium term

A senior economist has said he expects both Australian and global equity markets to strengthen in the coming six to 12 months.

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Compliance & Regulation

Proposed change to LRBA asset treatment

Legislation amendments on the cards.

The federal government has mooted two significant amendments to the new superannuation legislation set to take effect from 1 July this year pertaining to the treatment of assets acquired under a limited recourse borrowing arrangement (LRBA) in regard to the total superannuation balance and the transfer balance cap.

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Strategy

Options a viable portfolio protector

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.

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

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

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

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.

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