News

Economy

Tough times, but no recession

Recession Interest rates Zenith RBA

The Australian economy is likely to avoid a recession, but will continue to face difficult times over the course of this year.

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Investments, SMSF, Strategy

Investment bands a compliance hazard

SMSF portfolio Asset allocations Investment strategies Compliance Liz Westover

The inclusion of specific allocations to particular asset classes in SMSF investment strategies should be avoided to mitigate compliance issues.

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ASIC, Compliance & Regulation, SMSF

ASIC acts on suspected fraudulent websites

ASIC SMSF scam Joseph Cullia Zoran Markovic

Two Victorian men have been charged with fraud and dealing with the proceeds of crime after an ASIC investigation into an alleged SMSF scam.

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ETFs

BlackRock broadens ETF suite

BlackRock iShares ETF iShares Factor ETF

BlackRock will add three additional options to its iShares style-based suite of exchange-traded funds.

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Australian Shares

WAM Leaders announces takeover bid

WAM Leaders Wilson Asset Management QV Equities off-market takeover

A Wilson Asset Management subsidiary has announced plans to acquire QV Equities, aiming to bolster shareholder value and market relevance.

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Legislation, SMSF, Superannuation, Tax

$3m cap issue with reserves

Total superannuation balance $3 million soft cap tax Superannuation reserves Concessional cap

The treatment of reserve allocations to members for the purpose of the $3 million soft cap is problematic and can have significant adverse outcomes.

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Financial Advice, Legislation

Reform of financial law badly needed

ALRC Financial services industry Financial services law

Financial services and corporations legislation is overly complex and in dire need of reform with a government agency recommending widespread changes.

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Australian Shares, Investments

IPO market remained poor in 2023

IPO

The number of IPOs and the capital they raised in 2023 established an all-time low since 2004 when analysis of the activity was first performed.

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Administration, Auditing, Compliance & Regulation, SMSF

Many solutions for in-house assets

In-house assets SMSF rectify

Trustees do not need to obey the letter of the law when looking to rectify a breach of the in-house asset rules from a practical perspective.

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Bonds, International Shares, Investments

Emerging market outlook strong

Emerging markets Shares Bonds Federal reserve

Emerging markets are likely to recover quickly, providing opportunities to invest in bonds and credit instruments as developed markets return to a more stable footing.

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