News

ATO, Compliance & Regulation, Superannuation

Illegal early access to be measured

ATO SMSF illegal early access

The ATO has commenced a new program tracking the impact of illegal early access from SMSFs in an effort to identify those most likely to engage in the practice.

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International Shares, Investments

Seek out opportunities beyond China

American Century emerging markets China

Given China’s restrained economic growth, investors should increasingly look to countries such as Brazil and India when seeking exposure to emerging economies in their portfolios.

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Superannuation, Tax

Death glitch contained in new tax bill

superannuation earnings tax SMSF deceased member

A distinct abnormality is contained within the draft legislation pertaining to the $3 million soft cap with regard to deceased super fund members.

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Currency, Investments

Hedging can offset currency drag

currency hedging Australian US dollar

The adoption of a hedging strategy can offset the loss of returns resulting from currency variations when investing in US assets, with interest rate changes set to intensify those differences.

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NALI/NALE

NALE bill lag creates huge risk

NALE non-arm's length expenses PCG 2020/5

SMSF trustees cannot rely on PCG 2020/5 from 1 July 2023 to avoid a severe tax penalty should they incur non-arm’s-length general expenses.

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ETFs, Investments

New cash-flow ETF now available

Betashares cash flow ETF

Betashares has expanded its ETF line-up with the introduction of a new fund that tracks companies known for their robust cash flow.

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Administration, ATO, Auditing, Compliance & Regulation

Valuations focus to intensify

ATO SMSF asset valuations

The valuation of assets is an area of compliance the ATO is looking to focus on with greater intensity as a result of recent data analysis.

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Business news, Investments

Investor bodies eye amalgamation

Australian Shareholders Association, Australian Investors Association, Merger

The Australian Shareholders’ Association and the Australian Investors’ Association have entered amalgamation talks to form one body by 2024.

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Australian Shares, International Shares, Investments

Uranium small caps undervalued

Maple-Brown Abbott uranium small cap investments

The demand for energy security and avoiding blackouts will see small-cap uranium stocks perform better as they return to the limelight.

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LRBA

New SMSF lender enters market

Pepper Money SMSF loans

A non-bank lender has expanded its operations to include SMSF loans available to funds with corporate trustees and relatively low minimum asset balances.

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