News

Investments, Private Assets

Private asset exits may be costly

Private assets Liquidity Debt Exit

Private assets can offer higher returns, but investors should be aware a quick, low-cost exit may not be possible during a downturn.

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Aged Care, Superannuation

Proposal for super to fund aged care

Aged Care Financing Taskforce Aged Care Superannuation Objective of super

A government-appointed taskforce has recommended those with higher superannuation balances should fund their aged-care requirements as this is consistent with the objective of super.

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Fixed Income, Investments

Market factors challenge fixed income approach

Fixed income Bonds Risk Pure relative value

The volatility currently afflicting fixed income markets should make investors reconsider their reliance on yield in portfolio bond allocations.

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Superannuation, Tax

Senate delays Div 296 report

Division 296 tax Senate Report SMSF Association Superannuation

A Senate committee report examining the proposed Division 296 tax will now come out in May after being pushed back by three weeks.

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Pensions, Superannuation

TBC calculation all inclusive

Transfer balance cap Calculation Excess transfer balance Defined benefit pensions Federal Court

The recipient of two defined benefit pensions has lost a court case to have them excluded from the calculation of his excess transfer balance, failing to prove they were not covered by tax laws.

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Australian Shares, Fixed Income, Investments

Active managers struggled in 2023

Active managers Vanguard S&P Dow Jones Indices

Actively managed investment funds on the whole struggled to outperform the benchmarks against which they are assessed in 2023.

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SMSF, Tax

Repeated call to fix soft cap error

Division 296 Error SMSF Association

A request has been made to amend a noticeable error in the bill tabled to parliament to enable the introduction of the $3 million soft cap.

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Australian Shares, Investments

Positive outlook for companies in 2024

Tribeca Investment Partners Jun Bei Liu Australian companies

The ASX reporting season has shown company investment returns in 2024 will be better than those generated in the previous year.

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Contributions, Superannuation

Second splitting request not permitted

Concessional contribution Contribution splitting Superannuation BT Financial Group

SMSF members only have one opportunity to make an application to split a concessional contribution with a spouse in a given financial year.

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Investments, Technology

Caution needed with large US stocks

Schröders US stocks Technology stocks S&P500 Magnificent 7

The continued growth of small parts of the US stock market should not be seen as a long-term certainty as the companies’ own scale is likely to limit continuous expansion.

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