News

Legislation, Superannuation, Tax

$3m soft cap draft bills released

$3m earnings tax soft cap draft legislation Treasury

The draft bill covering the proposed new tax on total super balances in excess of $3 million has been released with no significant changes.

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Legislation, SMSF, SMSFA

Residency rules need changing now

SMSF residency rules

The SMSF Association has urged the government to complete reforms to the residency rules first put forward by its predecessors two years ago.

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ETFs, Investments

Cybersecurity ETF hits market

Global X cybersecurity ETF

Global X has expanded its suite of ETFs with the introduction of a new fund that specifically targets investments in the cybersecurity sector.

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Legislation, Superannuation

Super objective needs more clarity

Objective of superannuation legislation regulation

Draft legislation to enshrine the objective of superannuation into law does not include any guidance as to whether auxiliary measures would need to align with it.

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Bonds, Fixed Income, Investments

Bonds creativity should be considered

Payden & Rygel bonds fixed income portfolio allocation

Investors should reconsider what types of bonds they have chosen with high quality assets currently providing yield and greater security than in recent years.

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ATO, NALI/NALE

Tax determination troublesome for SMSFs

ATO tax determination SMSF NALI CGT

The ATO taxation determination outlining how the NALI and CGT rules interact is potentially problematic for SMSFs.

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Investments

WAM Leaders Fund broadens reach

Wilson Asset Management Leaders Fund

In response to market demand, a fund management firm has launched an unlisted fund of one of its most popular listed investment products.

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Auditing, SMSF

SMSFs maintain their value

SMSF costs Class benchmark report

The cost-effectiveness of SMSFs has continued to be drawn out, with new research showing fund expenses total less than 1 per cent of assets despite increases in underlying investment fees.

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ATO, Compliance & Regulation, Strategy

Voluntary disclosure scheme not speedy

ATO voluntary disclosure scheme

Patience and persistence are required when looking to use the ATO’s early engagement and voluntary disclosure scheme to secure a satisfactory outcome.

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Australian Shares, Economy, International Shares, Investments

Concentration risk amid rising dividends

Global dividends concentration risk Janus Henderson

Dividend payments reached a new high in the second quarter of this year, but highlighted the concentrated nature of the Australian share market.

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