News

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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Commercial Property, Direct Property, Residential Property

Still no grounds for property bubble claims

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

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

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.

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

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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