News

Investments

New automated investing service to target SMSFs

A new automated online investing service aimed at providing SMSF members with a low-cost, well-diversified portfolio has been released to the market.

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Business news

BT looks to grow SMSF market share

BT Financial Group is planning to grow its share of the SMSF market by including a full-service SMSF facility on its Panorama platform, to be launched in November.

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Compliance & Regulation

Collectables require action now

SMSFs holding collectables need to ensure they are compliant under the incoming regulations applicable from 1 July 2016, as the deadline did not leave much time for planning due to the nature of those assets, according to a specialist SMSF lawyer.

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Compliance & Regulation

Govt to take measured LRBA approach

A tightrope walker.

Assistant Treasurer Josh Frydenberg has given a clear indication the government will be addressing the Financial System Inquiry recommendation for a total ban on limited recourse borrowing arrangements within SMSFs in a considered fashion and will not pander to the hysteria surrounding the situation.

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Strategy, Succession Planning

SMSF exit strategy gaining importance

Sector regulators have been increasing their emphasis on trustees to consider and perhaps formulate an exit strategy for their SMSF even at the point of establishment.

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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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