News

Pensions need immediate start for CSHC grandfathering

October 2, 2014

SMSF clients wanting to take advantage of the grandfathering rules applying to the Commonwealth Seniors Health Card should commence pensions immediately, according to an industry expert.

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Infrastructure

Infrastructure can be multi-dimensional for SMSFs

October 2, 2014

Darin Tyson-Chan

Global listed infrastructure as an asset class can be used to achieve many different investing objectives for SMSF trustees, according to an international portfolio manager.

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ATO, Documentation

ATO seeking extra contributions documentation

October 2, 2014

Darin Tyson-Chan

The Australian Taxation Office has begun asking SMSF trustees for additional supporting documentation as part of the new reporting rules for deferred contributions.

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Business news

Russell rated best multi-manager

October 2, 2014

Darin Tyson-Chan

Russell Investments is the only product provider to be awarded a highly recommended rating in research house Zenith’s multi-manager sector review.

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Business news

Simple Fund 360 ready for beta delivery

August 1, 2013

Krystine Lumanta

BGL Corporate’s cloud SMSF administration solution, Simple Fund 360, is undergoing testing and client authorisation for data services before its scheduled beta release in July.

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Investments

Steady trend out of defensive assets set to continue

May 6, 2013

Krystine Lumanta

The shift of investors out of preferred defensive assets, such as cash and term deposits, was expected to continue in the next six months due to an attraction to value and growth.

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ATO

ATO to focus on loans in 2013/14

May 6, 2013

Darin Tyson-Chan

The Australian Taxation Office (ATO) will focus a large part of its compliance activity on loans within SMSFs in the 2014 financial year.

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Compliance & Regulation

ASIC deems SMSF advice adequate

A diamond being inspected through a magnifying glass.

May 6, 2013

Krystine Lumanta

An Australian Securities and Investments Commission examination into the quality of financial advice provided to SMSF trustees has found the majority of it to be of an adequate level.

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Strategy

$6b of SMSF cash on the move

May 6, 2013

Krystine Lumanta

Recent CoreData SMSF research has shown as much as $6 billion will be on the move from cash trusts over the next 12 months as trustees look to rebalance their portfolios into more active investment classes.

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Compliance & Regulation

ASIC undertakes SMSF cost analysis

March 14, 2013

Kate Kachor

The corporate regulator has embarked on a review of existing research on an indicative balance a person might need to make having an SMSF viable on a cost basis.

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