News

Contributions

Variations only for smaller deductions

personal deductible contributions variations

A notice of intent for personal deductible contributions can only be varied downwards and revised timeframes may apply.

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Residential Property

Property sector growth currently limited

Property market growth

Growth opportunities in the property sector will be very rare in the coming 12 to 18 months and are likely to be driven by a singular factor.

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Investments

Expected returns lower over next five years

investment returns five years

Investment returns will likely be below historical averages for the next five years due to a number of global economic and political factors.

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Residential Property

New private property debt fund available

private real estate debt

CrowdProperty has released a private real estate debt product that can assist with diversification inside an SMSF portfolio.

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Economy, Strategy

Inflation may drive TBC up

inflation transfer balance cap

The transfer balance cap may increase to $1.9 million via the second application of indexation measures driven by the current inflation levels.

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Pensions

Call for 2021 budget measures focus

legacy pension absence

A legacy pension amnesty and extension of the temporary absence rule are critical measures the government should introduce. 

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Residential Property

Property to drop by up to 20 per cent

Residential property prices

Residential property prices will fall heavily in the next year, driven by rising interest rates intersecting with high prices and the debt levels of homeowners.

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Compliance & Regulation

Compliance focus on TBAR now possible

TBAR Compliance

The implementation of one timeframe for lodging a transfer balance account report could lead to ATO compliance activity not yet witnessed.

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Residential Property

Property lender enters SMSF market

Bluestone SMSF loan

A specialist residential property lender has released a new product offering loans of up to $1.5 million to corporate trustee SMSFs.

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Fixed Income

New annuity rate from Challenger

annuity rate Challenger

Challenger has released a new guaranteed fixed term annuity rate reflecting a 3 per cent increase for retirees over the past 12 months.

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