News

ATO, Compliance & Regulation

ATO better defines residency rules

The ATO has recently clarified its position on residency rules applied to an Australian superannuation fund.

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ATO

Retirement income taxes remain on the agenda

Submissions on superannuation taxes are still being considered as part of the current tax white paper process, even though the federal government has emphatically said it will not impose any new such taxes in its first term, a Treasury official has said.

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Investments

US property market a volatility shield

The United States residential property sector can provide shelter for SMSF investors from the volatility and speculation currently affecting equity markets around the world, according to a global fund manager.

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Business news

Dixon Advisory pays ASIC fine

SMSF specialist financial planning firm Dixon Advisory has paid two Australian Securities and Investments Commission infringement notices totalling $10,200.

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Fixed Income

Aust fixed income managers struggle to outperform

Research house Zenith Investments Partners’ recent review of the domestic fixed income market has found, despite a year of strong returns, few Australian fund managers operating in the space were able to outperform the index over the 12 months ending 30 April 2015.

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ATO

ATO to focus on dividend stripping, asset values

Female soccer player taking free kick

The ATO’s SMSF compliance activity over the next 12 months will pay particular attention to dividend stripping, asset values and related-party loans.

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Investments

More attention needed on investments

The SMSF sector was currently putting too much emphasis on legislative and compliance issues and needed to increase the attention given to the investments of funds, according to a former ATO official.

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Investments

Nikko fund targets farsighted investors

Nikko Asset Management has unveiled a new global share fund in response to Australian investors’ growing appetite for international equities.

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LICs

Listed infrastructure delivers strong gains

Research house Zenith’s latest review of the infrastructure sector has found it generated a healthy return of 19.9 per cent to 30 April 2015, as reflected by the S&P Global Infrastructure Index ($A hedged).

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Succession Planning

SMSF succession planning role questionable

A recent ATO interpretative decision (ID) has placed doubt over the validity of any business succession plans involving life insurance cover held within an SMSF.

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