News

Pensions, Retirement, Superannuation

Retirement system a major challenge

Retirement system financial literacy AMP

Many Australian retirees face difficulties in understanding the retirement system and lack confidence in managing their finances for retirement.

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LRBA, Property

Investment properties come with issues

SMSF investment property LRBA

Choosing to hold an investment property in an SMSF can have significant adverse consequences that trustees should consider before doing so.

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ATO, NALI/NALE

Hint of NALE enforcement given

ATO NALE private binding ruling

Two private binding rulings issued by the ATO in the past six months have hinted at how the NALE rules for general expenses will be applied.

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ESG, Investments

ESG restricting investment landscape

ESG investment criteria have become a bureaucratic, activist-influenced framework restricting individual freedoms and potentially harming shareholder interests.

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Regulation, Superannuation

Super objective bill released

Objective of superannuation draft legislation

Treasury has released a draft exposure bill outlining the objective of the superannuation system, which will include a requirement for future policies to show how they align with the objective.

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SMSF, SMSFA, Tax

More sectors discuss soft cap issues

$3 million soft cap SMSF Association

The SMSF Association is engaging other industry bodies to help its campaign to have the government change the calculation method for the $3 million soft cap.

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International Shares, Investments

Tech fever ignores valuations

Technology stocks valuations Schroders

The current focus on technology stocks by many investors is driven by market news rather than underlying valuations, with people trusting in market momentum to provide returns.

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Private Assets, SMSF, Strategy

Segregation for single assets barred

Single asset segregation SMSF

A single asset cannot be treated in a manner that allows it to support some SMSF members in accumulation phase and others with a pension account.

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ETFs, Investments

US Treasury bond ETF to enter market

Blackrock iShares US Treasury Bond ETF

Australian investors will soon have the opportunity to access the US Treasury bond market through a new ETF to be launched later this month.

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ASIC, ATO, Auditing, Compliance & Regulation

Record number of auditors referred to ASIC

ASIC ATO SMSF auditors referral

The number of referrals of auditors to ASIC by the ATO has climbed to its highest level in five years due to concerns about independence and evidence gathering.

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