News

Compliance & Regulation

Pension rollbacks require careful timing

SMSFs with multiple pensions must use extra caution when it comes to which pension to roll back and the order under the proposed $1.6 million transfer balance cap requirements.

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Insurance

Uncertainty over SMSF risk cover

The proposed reduction in the concessional superannuation contributions caps could have flow-on consequences for SMSF trustees in regard to risk cover if that type of insurance is currently held within the fund, a retirement savings legal expert has warned.

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Compliance & Regulation

Four bodies band together to lobby govt

Four hands holding four jigsaw puzzle pieces.

The SMSF Owners’ Alliance, Self-managed Independent Superannuation Funds Association, Australian Shareholders’ Association and Australian Investors Association have written a joint letter to the federal government to highlight what they consider to be five major flaws in the proposed changes to super and request a post-election independent review of the calculations involved in the changes.

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Compliance & Regulation, Documentation

Budget creates additional super admin burden

The changes to the superannuation contributions caps announced in the 2016 federal budget will make the administration of an SMSF a great deal more difficult, according to a technical expert for the sector.

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Compliance & Regulation

Retrospective super changes under fire

Superannuation tax changes should not be applied retrospectively, however, both major parties had broken that convention, which would result in hardship and unfairness for trustees, according to the SMSF Owners’ Alliance (SMSFOA).

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ETFs

New AMP Capital ETF offer targets SMSFs

AMP Capital has entered into a partnership with exchange-traded fund (ETF) issuer BetaShares and in the coming months will launch an initial three exchange-traded managed funds suitable for SMSF trustees and self-directed investors.

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Investments

Offshore investing unlocks opportunities

SMSF trustees need to look beyond the domestic equity market to seize investment opportunities arising from worldwide trends, an international fund manager has said.

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Economy

No need for budget panic

The changes to superannuation included in the 2016 federal budget were no cause for panic among SMSF members, according to an accounting firm senior executive.

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Strategy

Awareness of hybrid risk a must

The risk associated with hybrids – debt securities with characteristics between a bond and a share – needs to be understood by individuals before they are included in an investment portfolio, a senior executive specialising in fixed income has said.

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Direct Domestic Shares, International Shares

Share price not a good value measure

Investors should avoid using share prices as a measure of the value of a company and instead concentrate on intrinsic value, according to a microcap investment expert.

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