News

Succession Planning

SMSF succession planning role questionable

A recent ATO interpretative decision (ID) has placed doubt over the validity of any business succession plans involving life insurance cover held within an SMSF.

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Investments

Resource sector dip positive for small caps

A review of Australian small caps has found the end of the resources boom, while diminishing overall performance of the sector, has had a positive effect on the structure of this market segment.

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Strategy

SMSF structural financing next big thing

Strategies around structural financing or capital funding were the next major pioneering stage for SMSFs, a sector expert has said.

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Strategy

Market volatility can be beneficial

Market volatility could lead to opportunity for patient investors, according to a fund manager specialising in contrarian strategies.

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ATO, Compliance & Regulation

LRBA tax treatment improved

Legislation clarifying and consolidating the tax treatment of limited recourse borrowing arrangements (LRBA) has been introduced into Parliament.

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Residential Property

Sydney leads residential property price growth

The latest residential property research has shown Sydney to be the strongest market in terms of capital growth for houses.

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Absolute Return

Local active managers perform better

Research house Lonsec’s most recent review of the Australian equities market has shown active fund managers produced better results than index or passive managers.

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ETFs

Vanguard gives ETF access to China A-shares

Vanguard Australia has become the first exchange-traded fund (ETF) provider to offer investor access to China A-shares after deciding to include the Asian equities as part of its FTSE Emerging Markets Shares ETF.

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Business news

XTB launch widens access to corporate bonds

Exchange-traded bonds (XTB) have now given retail investors an avenue to access the corporate bond market following their launch on the Australian Securities Exchange (ASX) recently.

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Compliance & Regulation

DBA Lawyers working on QROPS solution

SMSF legal firm DBA Lawyers is working on a solution to allow SMSF trustees to accept United Kingdom pension fund transfers under the Qualifying Recognised Overseas Pension Scheme (QROPS) rules.

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