News

ATO, NALI/NALE

Recent rulings positive for NALE cases

NALE Non-arm's length expenditure ATO SMSF Accountants

Accountants using their professional permits when performing work for their own fund without charge will not necessarily trigger the NALE provisions.

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LRBA, Property, SMSF

LRBA housing impact clarified

Limited recourse borrowing arrangement LRBA Property SMSF Association

Data has been presented to a parliamentary committee showing the impact of LRBAs on Australia’s housing market has been exaggerated.

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Investments, SMSF

High-yield credit fund launched

Schroder Australian High Yielding Credit Fund Schroders

Investors have been given an additional avenue to Australia’s credit market with the release of a new offering from Schroders.

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ATO, Compliance & Regulation

ATO flags reporting deadlines

ATO SMSF annual return Self-managed superannuation Asset valuation

SMSF trustees have been reminded of the obligations they need to satisfy before lodging their fund’s annual return for the 2023/24 income year.

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Administration

New cash account option for SMSFs

SMSF Self-managed superannuation Cash management account Australian Military Bank DIY Super Saver Dina Mok

A small bank servicing the defence sector has made its SMSF cash account available to any trustee with the promise of a more competitive interest rate.

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Investments

Inflation makes alternative assets a plus

SMSF Self-managed superannuation Alternative assets Wilson Asset Management Dania Zinurov

The inclusion of alternative assets in an SMSF investment portfolio can be very beneficial during periods of high inflation in the Australian economy.

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Regulation, SMSF

Residency rules misunderstood

Residency SMSF Central management and control test

SMSF trustees faced with spending time overseas are not properly adhering to the procedures regarding the central management and control rules.

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NALI/NALE, Regulation

NALI can taint all capital gains

NALI Non-arm's-length income TD 2024/5 Capital gains tax CGT

An example included in TD 2024/5 has shown how the NALI provisions can affect all SMSF capital gains realised in a particular income year.

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Australian Shares, Economy

Banks costly in momentum trend

Bank Equities Housing market Interest rates

Investors should be wary of Australian bank stocks, which are highly priced despite housing pressures and higher interest rates, and not buy into current market trends.

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Investments, Property

Better outcomes from new NDIS offering

NDIS National Disability Insurance Scheme Housing

SMSF members can receive solid returns and address some housing issues by investing in certain accommodation associated with the NDIS.

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