News

Compliance & Regulation, Superannuation

Outlet for restricted non-preserved benefits

Restricted non-preserved superannuation benefits

A fairly straightforward process can be used to allow individuals with restricted non-preserved superannuation benefits to access these assets.

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Economy, International Shares, Investments

Earnings muted, but not wiped out

Investment earnings

Investment earnings out of the US are likely to be muted as specific sectors work through rolling downturns impacting them at different times.

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ATO, Compliance & Regulation, LRBA, NALI/NALE, Superannuation

ATO issues scheme warning

ATO early release scheme

The ATO has warned SMSF members to avoid early release and tax avoidance schemes noting many of these are related to property and lending within a fund.

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ATO, SMSF, Superannuation, Technology

Two ESA providers to merge

Electronic service address providers merger

Two electronic service address providers will merge requiring SMSFs using their messaging services to update their details with the ATO.

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Investments, Technology

AI pushing strong tech stock growth

AI technology stocks

The rapid growth of artificial intelligence is driving investments in technology stocks at a rate well ahead of other sectors.

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Economy, Investments, SMSF, Superannuation

Imputation system changes bad for SMSFs

SMSF trustees franking credits

The proposed changes to the franking credits regime could have a significant impact on SMSF trustees who rely heavily upon them.

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Economy, Investments

Recessionary times make diversification key

Investment portfolio diversification

As financial markets enter an uncertain economic period, the level of diversification contained within investment portfolios is more critical.

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Australian Shares, International Shares, Investments, Strategy

Yield investing not just about high dividends

High yield stocks

Investors searching for yield from their portfolio should not be fixated on shares currently offering high dividend payments.

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ATO, NALI/NALE, Property, SMSF

Property developments a NALI risk

property development NALI

The ATO has cautioned SMSF trustees and advisers about potential NALI breaches in property development projects and, in an unrelated announcement, disqualified over 200 SMSF trustees.

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ATO, Downsizer, Property

Valuations definitive for downsizer contributions

Downsizer valuations

The valuation rules applied to downsizer contributions are very strict and not consistent with other tax provisions regarding property transactions.

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