News

Legislation, SMSFA, Tax

Indexation change proposed for Div 296

Division 296 Indexation Cap SMSF Association

An amendment to ensure the $3 million threshold for the proposed Division 296 tax will be subject to indexation is likely to be introduced into parliament.

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International Shares, Investments

Small caps set for comeback

Small-cap stocks Quality companies Inflation Interest rates

Small-cap stocks are set to benefit from easing economic conditions, but investors should still opt for quality companies with resilient earnings.

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Investments, SMSF, SMSFA

SMSFs outperform peers

SMSF Performance APRA-regulated funds Research University of Adelaide SMSF Association

New research shows SMSFs outperformed APRA-regulated funds on a rate-of-return basis for the 2022 financial year.

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Australian Shares, International Shares, Investments

More investment options from OpenInvest

OpenInvest Aldersley Capital

OpenInvest has teamed up with Aldersley Capital to offer access to three distinct investment portfolios.

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Contributions, SMSF, Superannuation

No TBC indexation in 2024

general transfer balance cap indexation superannuation Craig Day Colonial First State

The general transfer balance cap will stay at the current level for the next financial year, but contribution cap changes will add confusion to bring-forward thresholds.

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Documentation, Estate Planning

EPOA grants complete trustee power

SMSF trustee EPOA enduring power of attorney Graeme Colley The Auditors Institute

The role of a person acting under an enduring power of attorney for an incapacitated trustee can be misunderstood, with many seeing them acting as a proxy, which runs counter to the law.

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Economy

Tough times, but no recession

Recession Interest rates Zenith RBA

The Australian economy is likely to avoid a recession, but will continue to face difficult times over the course of this year.

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Investments, SMSF, Strategy

Investment bands a compliance hazard

SMSF portfolio Asset allocations Investment strategies Compliance Liz Westover

The inclusion of specific allocations to particular asset classes in SMSF investment strategies should be avoided to mitigate compliance issues.

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ASIC, Compliance & Regulation, SMSF

ASIC acts on suspected fraudulent websites

ASIC SMSF scam Joseph Cullia Zoran Markovic

Two Victorian men have been charged with fraud and dealing with the proceeds of crime after an ASIC investigation into an alleged SMSF scam.

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ETFs

BlackRock broadens ETF suite

BlackRock iShares ETF iShares Factor ETF

BlackRock will add three additional options to its iShares style-based suite of exchange-traded funds.

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Our Story

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