News

ATO, NALI/NALE

Tax determination troublesome for SMSFs

ATO tax determination SMSF NALI CGT

The ATO taxation determination outlining how the NALI and CGT rules interact is potentially problematic for SMSFs.

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Investments

WAM Leaders Fund broadens reach

Wilson Asset Management Leaders Fund

In response to market demand, a fund management firm has launched an unlisted fund of one of its most popular listed investment products.

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Auditing, SMSF

SMSFs maintain their value

SMSF costs Class benchmark report

The cost-effectiveness of SMSFs has continued to be drawn out, with new research showing fund expenses total less than 1 per cent of assets despite increases in underlying investment fees.

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ATO, Compliance & Regulation, Strategy

Voluntary disclosure scheme not speedy

ATO voluntary disclosure scheme

Patience and persistence are required when looking to use the ATO’s early engagement and voluntary disclosure scheme to secure a satisfactory outcome.

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Australian Shares, Economy, International Shares, Investments

Concentration risk amid rising dividends

Global dividends concentration risk Janus Henderson

Dividend payments reached a new high in the second quarter of this year, but highlighted the concentrated nature of the Australian share market.

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Pensions, Retirement, Superannuation

Retirement system a major challenge

Retirement system financial literacy AMP

Many Australian retirees face difficulties in understanding the retirement system and lack confidence in managing their finances for retirement.

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LRBA, Property

Investment properties come with issues

SMSF investment property LRBA

Choosing to hold an investment property in an SMSF can have significant adverse consequences that trustees should consider before doing so.

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ATO, NALI/NALE

Hint of NALE enforcement given

ATO NALE private binding ruling

Two private binding rulings issued by the ATO in the past six months have hinted at how the NALE rules for general expenses will be applied.

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ESG, Investments

ESG restricting investment landscape

ESG investment criteria have become a bureaucratic, activist-influenced framework restricting individual freedoms and potentially harming shareholder interests.

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Regulation, Superannuation

Super objective bill released

Objective of superannuation draft legislation

Treasury has released a draft exposure bill outlining the objective of the superannuation system, which will include a requirement for future policies to show how they align with the objective.

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Our Story

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