News

Investments

Banks still a good investment

Fund managers participating in a panel session about the domestic banking sector at the recent Australian Shareholders Association 2017 Conference have confirmed their conviction these financial institutions remain good investment prospects.

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Residential Property

First Home Super Savers Scheme not for SMSFs

SMSFs are not a suitable vehicle to facilitate the First Home Super Savers Scheme due to the nature of the structures and the flow-on effects that may result from the strategy, a specialist superannuation lawyer has said.

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ATO

ATO extension allows flexibility: SMSFA

The SMSF Association has welcomed the ATO’s decision to extend the lodgement date for SMSF annual returns in light of the superannuation legislation changes and compliance points funds need to get through before 1 July.

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Investments

Global equities gateway to future investment winners

Investors must look beyond the Australian equity market if they are to participate in sectors shaping the future and, in doing so, have the opportunity to benefit from good investment returns, a portfolio manager has said.

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ETFs

ETFs can facilitate multiple strategies

An economist has moved to dispel the myth that exchange traded funds (ETFs) are instruments allowing access to equities indices only, insisting instead these structures can be used to enable a number of different investment strategies.

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Absolute Return

Advised SMSFs outperform self-directed

Advised SMSFs outstripped self-directed SMSFs over the 12 months to June 2016, according to the latest industry research.

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Strategy

Knowledge of different yields a great benefit

Knowing the difference and the interaction between certain types of yield in financial markets will better equip investors with the awareness of when a bull or bear run on share markets is likely to happen, according to an investment analyst.

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Strategy

SMSFs offered NCC loan solution

Advisory and funds management business Gresham Partners has designed a solution that will allow SMSFs to make a significant contribution to their fund before the 1 July super changes come into force.

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Compliance & Regulation

Early release scheme operator convicted

A South Melbourne man has been convicted and fined $6000 in the Melbourne Magistrates Court after pleading guilty to operating an unlicensed financial services business promoting the early release of retirement savings benefits through SMSFs.

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ATO

ATO clarifies pension commutation rules

Tim Miller, founder of Miller Super Solutions.

The ATO has issued Practical Compliance Guideline (PCG) 2017/5 demonstrating the approach it will take in regard to the commutation of pensions for the 2017 financial year in an effort to comply with the newly imposed $1.6 million transfer balance cap.

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