News

First move on residency rules

July 28, 2023

The SMSF sector has been given an indication on the status of the changes to the superannuation residency rules via recent ATO action.

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Contributions, Superannuation, Tax

$3m cap shouldn’t stop inflows

July 28, 2023

Todd Wills

Trustees should continue to contribute to their superannuation accounts as not doing so would not be a prudent strategy to adjust to the proposed super earnings tax.

Tech stocks a recession false flag

July 28, 2023

Todd Wills

The big tech companies’ recent impressive performance in the financial markets may give a misleading impression of the overall strength of the US economy.

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ASIC, Auditing, Compliance & Regulation

Eight SMSF auditors disciplined

July 28, 2023

Todd Wills

ASIC has disqualified the registrations of five SMSF auditors and placed additional conditions on the registrations of three SMSF auditors for failing to meet their auditing obligations.

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Australian Shares, Investments

IPOs experience staggering fall in 2023

July 28, 2023

Darin Tyson-Chan

The first half of 2023 has seen a dramatic decline in both the number of initial public offerings, as well as the capital raised from these activities.

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Compliance & Regulation, Superannuation

Outlet for restricted non-preserved benefits

Restricted non-preserved superannuation benefits

July 28, 2023

Darin Tyson-Chan

A fairly straightforward process can be used to allow individuals with restricted non-preserved superannuation benefits to access these assets.

Earnings muted, but not wiped out

July 28, 2023

Jason Spits

Investment earnings out of the US are likely to be muted as specific sectors work through rolling downturns impacting them at different times.

ATO issues scheme warning

July 14, 2023

Jason Spits

The ATO has warned SMSF members to avoid early release and tax avoidance schemes noting many of these are related to property and lending within a fund.

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ATO, SMSF, Superannuation, Technology