News

ATO

ATO calls for SMSF SuperStream urgency

Close-up of a stopwatch

The ATO is urging SMSF trustees who have not taken the necessary steps to make their funds SuperStream ready to receive contributions from medium to large employers to do so before this year’s 30 June deadline.

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Business news

Perennial provides direct access to Wealth Defender

Perennial Value Management has broadened access to its Wealth Defender Equities offering, aimed at providing additional self-directed investor and in particular SMSF member appeal for the product via a listed investment company structure.

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Business news

Mafematica brings robo-advice to SMSFs

ATO; trustee; valuation

Financial services firm Mafematica has launched a robo-advice offering to the SMSF market designed to help trustees overcome their ‘loneliness’ in regard to their retirement planning.

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Compliance & Regulation, Strategy

Caution still required over excess contributions

The recent removal of the punitive tax rates on excess non-concessional contributions was not a free pass for SMSF advisers to neglect the caps, according to an expert SMSF lawyer.

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Investments

Low interest rates favour gold

SMSF investors should consider an allocation to gold in light of the poor returns term deposits and cash were currently delivering in the low interest rate environment in Australia, according to a chief economist.

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Compliance & Regulation

Ex-treasurer criticises proposed LRBA ban

Caution road sign

Former federal treasurer Peter Costello has argued against banning the use of direct borrowing within superannuation, saying the reasons for the proposal are not factually based and not enough credit has been given to SMSF trustee competency.

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ATO, Business news

Industry body calls for sensible tax talks

The SMSF Association has called for the government and industry to have informed dialogue about superannuation tax concessions without reliance on flawed measures like the Treasury Tax Expenditures Statement as justification to make changes to the system.

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Investments

SMSFs good for business asset protection

Business owners should consider using an SMSF to house the investments and assets of the business for retirement preparation and risk mitigation, according to a succession planning expert.

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Strategy

AMP says tune out noise to boost portfolios

Investors needed to tune out from industry noise when making investment decisions to strengthen portfolios and prevent churning, AMP head of investment strategy and chief economist Dr Shane Oliver has said.

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Insurance

Buy/sell insurance within SMSF problematic

A financial services firm has warned business owners against holding buy/sell cover inside an SMSF in order to receive a tax deduction for the associated insurance premiums.

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