News

ATO, Compliance & Regulation, Property

Tardy related-party rent a compliance risk

Related-party Rent Sole purpose test Superannuation Industry (Supervision) (SIS) Act

SMSFs receiving rental income from a related party cannot allow these payments to fall behind in as it may represent a breach the sole purpose test.

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Investments, SMSF

Term deposit returns less than zero

Term deposit Interest rates SMSF Self-managed superannuation fund

Real returns from term deposits are currently less than zero and should prompt SMSF investors to look at other sources of fixed income.

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ETFs, Investments

Growth-focused ETF now available

Global X GARP Global X S&P World Ex-Australia GARP ETF ETF Exchange-traded fund

Global X has introduced a GARP ETF onto the Australian market, blending aspects of both value and growth investing.

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ASIC, Auditing

ASIC takes action against SMSF auditors

SMSF auditors ASIC

ASIC has removed nine SMSF auditors from practice and imposed conditions on four more practitioners after referrals from the ATO.

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ATO, NALI/NALE

Recent rulings positive for NALE cases

NALE Non-arm's length expenditure ATO SMSF Accountants

Accountants using their professional permits when performing work for their own fund without charge will not necessarily trigger the NALE provisions.

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LRBA, Property, SMSF

LRBA housing impact clarified

Limited recourse borrowing arrangement LRBA Property SMSF Association

Data has been presented to a parliamentary committee showing the impact of LRBAs on Australia’s housing market has been exaggerated.

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Investments, SMSF

High-yield credit fund launched

Schroder Australian High Yielding Credit Fund Schroders

Investors have been given an additional avenue to Australia’s credit market with the release of a new offering from Schroders.

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ATO, Compliance & Regulation

ATO flags reporting deadlines

ATO SMSF annual return Self-managed superannuation Asset valuation

SMSF trustees have been reminded of the obligations they need to satisfy before lodging their fund’s annual return for the 2023/24 income year.

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Administration

New cash account option for SMSFs

SMSF Self-managed superannuation Cash management account Australian Military Bank DIY Super Saver Dina Mok

A small bank servicing the defence sector has made its SMSF cash account available to any trustee with the promise of a more competitive interest rate.

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Investments

Inflation makes alternative assets a plus

SMSF Self-managed superannuation Alternative assets Wilson Asset Management Dania Zinurov

The inclusion of alternative assets in an SMSF investment portfolio can be very beneficial during periods of high inflation in the Australian economy.

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Our Story

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