News

Local active managers perform better

July 7, 2015

Research house Lonsec’s most recent review of the Australian equities market has shown active fund managers produced better results than index or passive managers.

read more

ETFs

Vanguard gives ETF access to China A-shares

July 7, 2015

Darin Tyson-Chan

Vanguard Australia has become the first exchange-traded fund (ETF) provider to offer investor access to China A-shares after deciding to include the Asian equities as part of its FTSE Emerging Markets Shares ETF.

read more

Business news

XTB launch widens access to corporate bonds

July 7, 2015

Elizabeth Somerville

Exchange-traded bonds (XTB) have now given retail investors an avenue to access the corporate bond market following their launch on the Australian Securities Exchange (ASX) recently.

read more

Compliance & Regulation

DBA Lawyers working on QROPS solution

July 7, 2015

Darin Tyson-Chan

SMSF legal firm DBA Lawyers is working on a solution to allow SMSF trustees to accept United Kingdom pension fund transfers under the Qualifying Recognised Overseas Pension Scheme (QROPS) rules.

read more

ATO

ATO NALI decisions on gearing questionable

July 7, 2015

Darin Tyson-Chan

The two ATO interpretive decisions (ID) released late last year dealing with the treatment of zero interest related-party loans to SMSFs are flawed, according to an industry expert.

read more

ATO

ATO ID provides greater life insurance flexibility

July 7, 2015

Darin Tyson-Chan

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.

read more

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.

read more

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.

read more

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.

read more

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.

read more