News

Compliance & Regulation

Crowd source funding legislation set for 2015

The federal government has announced it will introduce crowd source equity and debt funding legislation before the end of the calendar year to allow more individual retail investors, such as SMSF trustees, greater opportunities to participate in financing and expanding Australian businesses.

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Estate Planning

SMSFs an intergenerational wealth vehicle

SMSFs can act as an effective vehicle for the transfer of wealth across generations if the estate planning aspect of these funds is properly put in place, according to a wealth management accountant.

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Investments

Opportunities lie with global long/short managers

Research house Zenith Investment Partners’ latest assessment of the global long/short sector has concluded market conditions are making this an opportune time for managers in the space.

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Compliance & Regulation

Industry applauds LRBA decision

SMSFA chief executive Andrea Slattery

The federal government has announced it does not agree with the Financial System Inquiry’s recommendation to prohibit limited recourse borrowing arrangements by superannuation funds.

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Documentation

New app to unlock SMSF capital

Fintech business OnMarket BookBuilds (OMB) has launched a mobile application with the aim of providing SMSF investors with more opportunities to take part in initial public offerings (IPO) and placements.

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Residential Property

Housing market favouring buyers

The Australian residential property market is experiencing growth in the number of listings, making it more attractive to buyers, according to property data and analytics specialist CoreLogic RP Data.

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Compliance & Regulation

Court confirms super splitting can’t involve third party

A recent decision handed down by the Family Court of Australia has confirmed superannuation assets cannot be split for the benefit of a third party.

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Investments

Two funds assigned first ratings

Research house Lonsec has assigned its initial ratings for two managed investment funds – the AllianceBernstein Global Equities Fund and Macquarie Specialist Investments (MSI) Dividend Run-Up Fund.

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Documentation

Poor pension documentation can be costly

Having poorly prepared documentation regarding pensions can result in significant tax liabilities for SMSFs, a specialist sector law firm has warned.

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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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