News

Administration, BDBN

Limits on EPOAs recommended

EPOA Enduring power of attorney Binding death benefit nomination SMSF trust deed

It is prudent to place limits on any enduring power of attorney regarding an SMSF, particularly when estate planning strategies are involved.

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Investments, Private Assets

Inflation boosts private credit appeal

Inflation Interest rates Private credit Fixed income assets

Rising inflation and cost-of-living pressures have reduced the value of fixed income investments, but made private credit more attractive with its direct link to interest rates.

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ATO, SMSF

ATO makes SMSF courses available

ATO SMSF Self-managed superannuation Educational courses Set up Wind up

The ATO has launched two educational courses on its website to guide SMSF trustees through setting up or winding down a fund.

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Legislation, Tax

Original Div 296 bill not certain

Division 296 tax Parliament LRBA Limited recourse borrowing arrangement Peter Burgess

The SMSF Association has predicted there is an even chance the proposed Division 296 tax bill will be amended over concerns relating to its calculation method and unrealised gains.

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Australian Shares, Business news, Investments

Current-year IPO activity very low

Initial public offer IPO HLB Mann Judd

Pervading economic factors have resulted in low levels of activity from the IPO market in the first half of 2024.

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International Shares, Investments

Smaller Asian markets set for strong return

Asian economies Man GLG Inflation Interest rates

Smaller Asian economies reliant on the US to drop its interest rates are set to do well when they fall as their share markets have become underpriced and overlooked for a long period.

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Legislation, SMSF, Strategy, Tax

Withdrawals can determine $3m cap liability

Withdrawal Total superannuation balance Division 296 tax DBA Lawyers Bryce Figot

SMSF drawdowns can allow members to maintain a total super balance of $3 million or less and escape a Division 296 tax liability.

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Bonds, Investments

Bonds primed for rebound after rate cuts

Bonds Corporate bonds Income Asset Management Interest rate Cuts

Interest rate cuts due by the end of the year are expected to spark renewed investor interest in the corporate bond market.

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Superannuation, Tax

Early election could delay new tax

Division 296 tax Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other Measures) bill SMSF Self-managed superannuation SMSF Association NALE

The proposed Division 296 tax may not pass through parliament until 2025 if an election is announced in August.

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