News

ATO, Documentation

Common annual return errors noted

SMSF annual return Errors ATO Melissa Anstis exit strategy

The ATO has noticed simple identifiable errors are appearing on SMSF annual returns that are delaying the timely processing of these documents.

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Estate Planning

EPOAs compromised by state laws

SMSF Self-managed superannuation enduring power of attorney EPOA State law View Legal Matthew Burgess

Differences in the legislation of each Australian state can significantly impact the effectiveness of an EPOA an SMSF has in place.

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ETFs

US treasury ETF from BlackRock

BlackRock Australia iShares US Treasury Bonds ETF ULTB James Waterworth Tamara Stats

Months after offering an Australian government bond ETF, Blackrock will also release a similar vehicle focused on US government bonds.

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Legislation, SMSF, Tax

MPs raise Div 296 tax worries

Division 296 tax Self-managed superannuation SMSFs Teal Independents Farmers amendments

The teal independents have raised several concerns regarding the proposed Division 296 tax and called for urgent changes to mitigate its impact on SMSFs.

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Pensions

Significant change to pension rules

SMSF trustees have been warned of the significant tax risks if minimum pension payments are missed following a change to an established ATO ruling.

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ASIC, Investments

Greenwashing actions revealed

ASIC has tackled close to 50 cases of greenwashing in the investment and super sector in the past 15 months, with the regulator’s response including taking court action and issuing heavy penalties.

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Death Benefits, Pensions

Correct death beneficiary a critical detail

Confirmation as to whom death benefits should be assigned needs to be established before a reversionary pension is implemented.

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ETFs, Investments

Three new ETFs enter the market

International wealth manager Dimensional Fund Advisors has launched three actively managed ETFs on the ASX to expand and complement its existing product range in Australia.

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Retirement

Insurance, healthcare impact retiree costs

Rising home and health insurance costs, along with higher electricity prices, are driving the amount needed for a comfortable retirement to new highs.

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Investments, Private Assets, Property

Private credit an alternative property route

Investing directly into property is very popular among Australians, but access to real estate via private credit vehicles is worth considering.

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