News

Economy, Investments, SMSF, Superannuation

Imputation system changes bad for SMSFs

SMSF trustees franking credits

The proposed changes to the franking credits regime could have a significant impact on SMSF trustees who rely heavily upon them.

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Economy, Investments

Recessionary times make diversification key

Investment portfolio diversification

As financial markets enter an uncertain economic period, the level of diversification contained within investment portfolios is more critical.

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Australian Shares, International Shares, Investments, Strategy

Yield investing not just about high dividends

High yield stocks

Investors searching for yield from their portfolio should not be fixated on shares currently offering high dividend payments.

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ATO, NALI/NALE, Property, SMSF

Property developments a NALI risk

property development NALI

The ATO has cautioned SMSF trustees and advisers about potential NALI breaches in property development projects and, in an unrelated announcement, disqualified over 200 SMSF trustees.

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ATO, Downsizer, Property

Valuations definitive for downsizer contributions

Downsizer valuations

The valuation rules applied to downsizer contributions are very strict and not consistent with other tax provisions regarding property transactions.

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International Shares, Investments

Positive outlook for global small caps

Global small caps

Investors eyeing global small-cap stocks are likely to find encouraging signs as these stocks have a track record of robust rebounds in post-recession periods.

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LRBA, SMSF

Interest rate pain for LRBAs

LRBA interest rate

SMSF trustees using a related-party LRBA and adhering to the PCG 2016/5 safe harbour rules will be facing a significant interest rate hike in 2023/24.

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International Shares, Investments

Inflation favourable for emerging market debt

inflation emerging markets

The high inflationary economic environment being experienced across the world has made emerging market fixed income investments more attractive.

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BDBN, Estate Planning

Time of death first BDBN step only

BDBN estate plan

An effective SMSF estate plan must go beyond the survival of one party over another at the time of the relevant member’s death.

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Infrastructure, Investments

Infrastructure returns smoother than shares

Infrastructure returns

The ongoing need for infrastructure means investments in that sector are providing smoother long-term earnings than global equity investments.

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Our Story

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