News

Valuations definitive for downsizer contributions

June 30, 2023

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

June 30, 2023

Todd Wills

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

June 30, 2023

Darin Tyson-Chan

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

June 30, 2023

Darin Tyson-Chan

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

June 30, 2023

Darin Tyson-Chan

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

June 30, 2023

Jason Spits

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

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SMSF, Superannuation, Tax

Trustees dislike $3m soft cap

June 16, 2023

Darin Tyson-Chan

A recent sector survey has found nearly half of SMSF members believe the proposed $3 million soft cap is a bad policy initiative.

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Investments, Regulation, Tax

ASA welcomes franking credit decision

June 16, 2023

Todd Wills

The Australian Shareholders’ Association believes the proposal to limit franking credits from capital raisings is unnecessary and requires clearer guidance to avoid unintended consequences.

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Investments

Global small-cap companies need consideration

June 16, 2023

Darin Tyson-Chan

Limiting small-cap portfolio allocations to companies listed on the ASX will restrict the returns investors can enjoy from this sector.

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ASIC, Compliance & Regulation, SMSF

Unlicensed property scheme shut down

June 16, 2023

Jason Spits

The Federal Court has ordered an unlicensed SMSF investment scheme to be wound up and a lifetime ban from managing corporations for one of its directors.

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