News

SMSF, Superannuation

Low-balance won’t thwart in-specie payment

self managed superannuation, self managed super, SMSF, in-specie benefit payment, superannuation balance, Heffron, Annie Dawson, benefit cashing, benefit splitting, benefit redirection

An individual in an SMSF can receive an in-specie benefit payment even if their balance is less than the value of the asset involved.

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ETFs, International Shares

AI Infrastructure ETF enters market

The first ETF focused on the infrastructure behind the artificial intelligence boom has been released into the Australian market by Global X.

The first ETF focused on the infrastructure behind the artificial intelligence boom has been released into the Australian market by Global X.

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Contributions

Date of birth impacts bring-forward NCCs

self managed superannuation, self managed super, SMSF, Non-concessional contributions, NCC, bring-forward NCC, Colonial First State, Linda Bruce, Craig Day

The provisions allowing SMSF members to trigger the NCC bring-forward rules in a subsequent financial year are birth-date sensitive.

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International Shares, Investments

Europe becoming more attractive

Europe, Axa Investment Managers, Chris Iggo, artificial intelligence, AI, US shares, technology stocks

Government policy and an overheated technology sector have made the US market less attractive at the same time as Europe enters a period of market growth and stability.

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Insurance, SMSF

Insurance proceeds status changed

A new method to treat insurance proceeds received by a super fund has been unexpectedly included in draft Taxation Ruling 2010/1DC2.

A new method to treat insurance proceeds received by a super fund has been unexpectedly included in draft Taxation Ruling 2010/1DC2.

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SMSF, Superannuation, Tax

Deed not sole trustee duty determinant

SMSF trustees must keep in mind the SIS Act dictates their responsibilities in running a fund go beyond those contained in the trust deed.

SMSF trustees must keep in mind the SIS Act dictates their responsibilities in running a fund go beyond those contained in the trust deed.

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Trusts

Falling US bond yields spook investors

US bond yields, Talaria Capital, Hugh Selby-Smith,

The fall in US bond yields has highlighted the dangers of overcommitting to that market as foreign investors start to redirect capital to assets closer to home.

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Australian Shares, ETFs, SMSF

SMSF trading service launched

A global online trading platform has expanded its Australian services to include SMSF investors, offering zero cost on fees and specific trades.

A global online trading platform has expanded its Australian services to include SMSF investors, offering zero cost on fees and specific trades.

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Technology

Cybersecurity alertness recommended

The cyberattacks directed at several public offer funds should provide SMSF trustees with a reminder to employ best-technology security practices.

The cyberattacks directed at several public offer funds should provide SMSF trustees with a reminder to employ best-technology security practices.

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